AUMdb

Lineage Logistics 401(k) Plan

Sponsored by Lineage Logistics Holdings, Llc · EIN 300707700 · Plan #002

Total assets
$493M
Net assets
$493M
Active participants
8,673
With balances
9,052

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $1,171,304
Vanguard Advisers Inc. Investment advisory (participants) $243,691
Baker Tilly Us Llp Actuarial $50,220
Sageview Advisory Group Llc Actuarial $40,000
Pinnacle Promotions Participant communication $6,065