Lumos & Associates, Inc. 401(k) Plan
Sponsored by Lumos & Associates, Inc. · EIN 880158689 · Plan #001 · Reno, NV
- Total assets
- $17.4M
- Net assets
- $17.4M
- Active participants
- 134
- With balances
- 155
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Consulting (general), Investment advisory (plan) | $25,564 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,659 |
| Pension Assurance | Accounting | $14,000 |