Lego U.S. Retirement Plan
Sponsored by Lego Systems, Inc · EIN 060891387 · Plan #002
- Total assets
- $429M
- Net assets
- $429M
- Active participants
- 4,104
- With balances
- 6,026
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Us1 Advisers, Llc CRD 342057 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $74,350 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $39,142 |
| Cohnreznick Llp | Accounting | $38,500 |
| Us Advisors, Inc. | Investment advisory (plan) | $32,000 |