Richard Lundgren, Inc. 401(k) Plan
Sponsored by Richard Lundgren, Inc. · EIN 042324062 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 267
- With balances
- 248
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 |
|---|---|---|
| Grimes & Company Wealth Management, Llc CRD 109420 | fuzzy_auto · 95% | 2024 |
| Capital Research And Management Company CRD 110885 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grimes & Company | Investment advisory (participants), Investment advisory (plan), Investment management | $20,797 |
| The Angell Pension Group, Inc. | Contract administrator | $3,250 |
| Capital Research Management Company | Recordkeeping, Investment management, Participant loan processing | $2,225 |