The L&L Retirement Plan
Sponsored by Lokal Homes, Llc · EIN 463071539 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 59
- With balances
- 104
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hays Group Inc Dba Hays Companies | Investment advisory (plan) | $19,545 |
| Tsc 401 K | Contract administrator | $13,700 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,036 |
| Empower Advisory Group, Llc | Investment management | $1,320 |
| Hays Financial Group Llc | Investment advisory (plan) | $0 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $0 |