AUMdb

Longfellow Real Estate Partners, Llc 401(k) Plan

Sponsored by Longfellow Real Estate Partners, Llc · EIN 270608462 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
114
With balances
246

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
The Angell Pension Group Inc Contract administrator $3,100
Capital Group Retirement Plan Servi Recordkeeping fees $1,200
The Retirement Advantage Inc Contract administrator $1,000