AUMdb

Larry H. Miller Associates Retirement Plan

Sponsored by Lhm Adm Ben, Inc. · EIN 870325010 · Plan #001

Total assets
$128M
Net assets
$128M
Active participants
3,958
With balances
2,660

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
Global Retirement Partners Llc CRD 172011 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 $218,209
Global Retirement Partners Llc Investment advisory (plan), Direct payment from the plan $50,000
Kpmg Llp Dept 0922 Accounting, Direct payment from the plan $33,018
Global Retirement Partners Llc Investment advisory (plan), Other fees $0