Ltd Management Company Llc 401 K Profit Sharing Plan
Sponsored by Ltd Management Company, Llc · EIN 870698993 · Plan #002
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 458
- With balances
- 687
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 |
|---|---|---|
| The Ascent Group, Llc CRD 314424 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $44,028 |
| The Ascent Group Llc | Investment advisory (plan) | $24,916 |