Lmi 401(k) Plan
Sponsored by Lmi Consulting Llc · EIN 844249629 · Plan #002
- Total assets
- $449M
- Net assets
- $449M
- Active participants
- 2,655
- With balances
- 3,543
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Claims processing, Recordkeeping, Investment management | $160,809 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $70,000 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $55,081 |