AUMdb

The Loomis Company 401(k) Profit Sharing Plan

Sponsored by The Loomis Company · EIN 232238132 · Plan #001

Total assets
$20.9M
Net assets
$20.9M
Active participants
321
With balances
326

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
Pnc Institutional Asset Management Investment advisory (plan), Direct payment from the plan $25,007
Newport Group, Inc. Participant loan processing, Other fees, Recordkeeping $13,565