Loc Performance Products, Llc 401(k) Plan
Sponsored by Loc Performance Products, Llc · EIN 382131316 · Plan #001
- Total assets
- $47.0M
- Net assets
- $47.0M
- Active participants
- 653
- With balances
- 701
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $65,155 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $51,477 |
| Qdro Consultants Company, Llc | Other fees | $300 |
| Empower Financial Services, Inc. | Securities brokerage | $50 |
| Empower Financial Services, Inc. | Securities brokerage | $45 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $20 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |