AUMdb

Legion Technologies Inc 401(k) Plan

Sponsored by Legion Technologies Inc · EIN 812309787 · Plan #001

Total assets
$7.6M
Net assets
$7.6M
Active participants
117
With balances
133

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
Forusall Advisors, Llc CRD 167241 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Forusall, Inc. Contract administrator, Investment advisory (plan), Investment management fees (direct) $25,397
At Retirement Services, Llc Claims processing, Recordkeeping, Custodial (other) $9,457