Logistics Systems, Inc. 401(k) Plan
Sponsored by Logistics Systems, Inc. · EIN 300226150 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 191
- With balances
- 121
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 |
|---|---|---|
| Ameritas Advisory Services, Llc CRD 317245 | 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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,309 |
| Ameritas Advisory Services Llc | Investment advisory (plan) | $11,854 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,989 |