AUMdb

Lab Logistics, Llc 401(k) Retirement Plan

Sponsored by Lab Logistics, Llc · EIN 454288522 · Plan #001

Total assets
$21.0M
Net assets
$21.0M
Active participants
1,237
With balances
400

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
Janney Montgomery Scott Llc CRD 463 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 $64,746
Wells Thomas, Llc Contract administrator, Other services, Direct payment from the plan $12,363
Janney Montgomery Scott Llc Investment advisory (plan), Other fees $0
Lpl Financial Llc Rpcp Investment advisory (plan), Other fees $0