L & N Federal Credit Union 401(k) Plan And Trust
Sponsored by L & N Federal Credit Union · EIN 610508496 · Plan #002
- Total assets
- $35.7M
- Net assets
- $35.7M
- Active participants
- 297
- With balances
- 332
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 |
|---|---|---|
| Sigma Planning Corporation CRD 110692 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,635 |
| Sigma Planning Corporation | Investment advisory (plan) | $29,272 |