Balt Usa, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Balt Usa, Llc · EIN 452559253 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 327
- With balances
- 274
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (participants), Investment advisory (plan), Investment management | $56,114 |
| Ascensus Llc | Recordkeeping, Plan administrator | $6,750 |
| Pentegra Services, Inc | Plan administrator | $4,134 |