AUMdb

Trout Blue Chelan Magi Llc 401(k) Plan

Sponsored by Trout Blue Chelan Magi, Llc · EIN 910287370 · Plan #002

Total assets
$8.4M
Net assets
$8.4M
Active participants
304
With balances
171

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

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
Lpl Financial Llc Rpcp Investment advisory (participants) $20,810
Benefits 2 Administrators Llc Contract administrator $4,060
John Hancock Life Ins Co. Recordkeeping, Investment management, Shareholder servicing fees $24