Longbridge Financial Llc 401(k) Profit Sharing Plan
Sponsored by Longbridge Financial Llc · EIN 460530020 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 411
- With balances
- 440
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $83,247 |
| Private Advisor Group Llc | Investment advisory (plan), Direct payment from the plan | $32,322 |