AUMdb

Lindamood Bell Learning Processes 401(k) Profit Sharing Plan

Sponsored by Lindamood Bell Learning Processes · EIN 770140920 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
542
With balances
396

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
Newport Group, Inc. Claims processing, Recordkeeping, Participant loan processing $39,849
Newport Trust Company Trustee (institutional), Trustee (directed) $6,524