AUMdb

Lower Llc 401(k) Retirement Plan

Sponsored by Lower, Llc000000000 · EIN 463689142 · Plan #001

Total assets
$48.0M
Net assets
$48.0M
Active participants
981
With balances
1,143

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $290,428
Wells Fargo Clearing Services Llc Other services, Other fees $0
Wells Fargo Advisors Ins Agency Llc Other services, Other commissions $0