Locke Solutions 401(k) Plan
Sponsored by Locke Solutions Llc · EIN 934907122 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 200
- With balances
- 197
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $28,550 |
| Marsh Insurance & Investments Llc D | Investment advisory (plan) | $8,034 |
| Loren D Stark Company Inc | Other fees | $2,280 |