AUMdb

Lightspeed Systems 401(k) Profit Sharing Plan

Sponsored by Lightspeed Solutions, Llc Dba Lightspeed Systems · EIN 770516848 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
167
With balances
250

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
World Investment Advisors Llc Investment advisory (plan) $37,692
Empower Advisory Group, Llc Investment management $23,969
Empower Annuity Insurance Company Recordkeeping fees $12,205