Lta Research 401(k) Plan
Sponsored by Lta Research And Exploration Llc · EIN 364786353 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 279
- With balances
- 207
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 |
|---|---|---|
| Wespac Advisors, Llc CRD 148242 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wespac Plan Services, Llc | Contract administrator, Recordkeeping, Participant loan processing | $10,564 |
| Wespac Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $7,667 |