AUMdb

Los Angeles Dependency Lawyers, Inc. 401(k) Plan

Sponsored by Los Angeles Dependency Lawyers, Inc. · EIN 205491740 · Plan #001

Total assets
$28.7M
Net assets
$28.7M
Active participants
279
With balances
384

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
Bfsg, Llc CRD 143617 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Investment management fees (direct), Securities brokerage commissions $68,716
Benefit Financial Services Group Investment advisory (participants), Investment management fees (direct), Investment advisory (plan) $40,248
Actuaries Unlimited, Inc. Recordkeeping, Participant communication, Consulting (pension) $35,175
Wilshire Associates, Inc. Investment advisory (participants), Investment management fees (direct), Investment advisory (plan) $4,251