AUMdb

Logistics Insight Corp. Union Savings Plan

Sponsored by Logistics Insight Corp. · EIN 383059210 · Plan #001 · Warren, MI

Total assets
$12.4M
Net assets
$12.4M
Active participants
1,249
With balances
401

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $11,694
Strategic Advisors, Inc. Investment advisory (plan) $1,732