AUMdb

Lotus Hr, Inc. 401(k) Plan

Sponsored by Lotus Hr, Inc. · EIN 274313896 · Plan #333 · Montgomery, AL

Total assets
$6.7M
Net assets
$6.7M
Active participants
198
With balances
171

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
Slavic Mutual Funds Management Corp. CRD 113833 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Slavic Integrated Administration Recordkeeping, Participant loan processing, Participant communication $49,097
Slavic Mutual Fund Management Corp Investment management, Investment management fees (direct) $15,549
Lotus Hr, Inc. Plan administrator $13,532