AUMdb

Loth Holdings, Llc Profit Sharing And 401(k) Plan

Sponsored by Loth Holdings, Llc · EIN 454794305 · Plan #002

Total assets
$12.8M
Net assets
$12.8M
Active participants
134
With balances
206

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

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $35,991
Empower Annuity Insurance Company Recordkeeping fees $19,217
Fifth Third Bank Investment advisory (plan) $10,748