Li Cor, Inc. 401(k) & Profit Sharing Plan
Sponsored by Li Cor, Inc. · EIN 470537101 · Plan #002
- Total assets
- $71.9M
- Net assets
- $71.9M
- Active participants
- 464
- With balances
- 420
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $74,476 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,675 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$3,155 |