AUMdb

Lts 401(k) Profit Sharing Plan

Sponsored by Lts · EIN 203409438 · Plan #001

Total assets
$26.8M
Net assets
$26.8M
Active participants
254
With balances
767

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $63,224
Kestra Investment Services Llc Investment advisory (plan) $39,091