AUMdb

Linebarger Goggan Blair & Sampson And Its Affiliates Retirement Plan

Sponsored by Linebarger Goggan Blair & Sampson, Llp · EIN 742864602 · Plan #001

Total assets
$117M
Net assets
$117M
Active participants
1,093
With balances
1,375

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $297,365
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $159