AUMdb

Loeb Electric Company 401(k) Profit Sharing Plan & Trust

Sponsored by The Loeb Electric Company · EIN 314236750 · Plan #001

Total assets
$22.9M
Net assets
$22.8M
Active participants
339
With balances
192

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
Mml Investors Services, Llc CRD 10409 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Mml Investor Services Llc Investment advisory (plan) $39,439
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Participant loan processing $9,407