Lion Group, Inc. Profit Sharing Plan And Trust
Sponsored by Lion Group, Inc. · EIN 471845529 · Plan #002
- Total assets
- $37.4M
- Net assets
- $37.3M
- Active participants
- 1,037
- With balances
- 615
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 |
|---|---|---|
| Mgo One Seven Llc CRD 283087 | 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 |
|---|---|---|
| Mgo One Seven Llc | Investment advisory (plan) | $48,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,303 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,905 |