The Lund Company 401(k) Savings Plan
Sponsored by The Lund Company · EIN 470767990 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 444
- With balances
- 452
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | 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 | $77,079 |
| Ascensus | Contract administrator, Direct payment from the plan | $22,765 |
| Silverstone Asset Management Inc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |