AUMdb

Live Learning Technologies Sr 401(k) Plan

Sponsored by Live Learning Technologies Shared Resources · EIN 832872068 · Plan #001

Total assets
$18.2M
Net assets
$18.2M
Active participants
612
With balances
593

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $49,384
Cambridge Investment Research. Investment advisory (plan), Direct payment from the plan $40,495