Lily Transportation Corp. 401(k) Profit Sharing Plan
Sponsored by Lily Transportation Corp. · EIN 042783881 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 1,337
- With balances
- 686
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 |
|---|---|---|
| Compass Advisory Group Llc CRD 288256 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Compass Advisory Group, Llc | Investment advisory (plan) | $34,883 |
| William Blair & Co. | Investment advisory (plan) | $30,593 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $6,118 |