AUMdb

Liuna National 401(k) Retirement Savings Plan

Sponsored by Board Of Trustees Of The Liuna National 401 K Retirement Savings Plan · EIN 526941497 · Plan #001 · Washington, DC

Total assets
$182M
Net assets
$181M
Active participants
1,671
With balances
1,231

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
Liuna Staff And Affiliates Pension Contract administrator, Direct payment from the plan $171,052
John Hancock Retirement Plan Svcs Recordkeeping, Float revenue, Recordkeeping fees $75,259
Segal Advisors, Inc Dba Segal Marco Investment advisory (plan), Direct payment from the plan $40,000
Calibre Cpa Group Pllc Accounting, Direct payment from the plan $14,800
Bank Of New York Mellon Custodial (securities), Direct payment from the plan $13,594
The Law Offices Of James S. Ray Legal, Direct payment from the plan $10,098