Ltmi Defined Benefit Plan
Sponsored by Laredo Transit Management Inc. · EIN 020668666 · Plan #002
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 146
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Bank, N.A. | Other services, Account maintenance fees | $119,625 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $18,123 |
| Gutierrez, Martinez & Co Llp | Accounting, Direct payment from the plan | $15,000 |