Loyal Source Government Services 401(k) Plan
Sponsored by Loyal Source Government Services, Llc · EIN 300564703 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 2,122
- With balances
- 775
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $136,441 |
| Ubs Financial Services Inc | Investment advisory (plan) | $51,145 |
| Retirement Solutions Specialists | Contract administrator | $37,741 |
| Empower Advisory Group, Llc | Investment management | $7,579 |