Loftware, Inc. 401(k) Profit Sharing Plan
Sponsored by Loftware, Inc. · EIN 010439980 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 201
- With balances
- 238
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 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 | $99,357 |
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $0 |
| Nbt Bank, N.A. | Other services, Other fees | $0 |