Longwood Management Corporation 401(k) Savings Plan
Sponsored by Longwood Management Corporation · EIN 953016679 · Plan #001
- Total assets
- $96.8M
- Net assets
- $96.8M
- Active participants
- 7,155
- With balances
- 2,321
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 |
|---|---|---|
| Fiduciary Experts Llc CRD 146721 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $203,600 |
| Fiduciary Experts Llc | Investment advisory (plan) | $65,000 |