AUMdb

Sanmar, Lkwp, And Affiliates 401(k) Plan

Sponsored by Sanmar Corporation · EIN 910792443 · Plan #001

Total assets
$204M
Net assets
$204M
Active participants
5,003
With balances
3,129

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
Highland Capital Advisors, Llc CRD 139780 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $283,511
Highland Capital Advisor Investment advisory (plan), Direct payment from the plan, Consulting fees $27,808