AUMdb

Los Angeles Tourism And Convention Board Retirement Income Plan

Sponsored by Los Angeles Tourism And Convention Board · EIN 953165255 · Plan #001

Total assets
$19.2M
Net assets
$19.2M
Active participants
28
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

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

Firm Match Plan year
Principal Global Investors, Llc CRD 109002 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $47,559
Usi Consulting Group Actuarial, Direct payment from the plan $33,541
Principal Global Investors Llc Investment advisory (plan), Direct payment from the plan $12,326