Lavie Holdco 401(k) Plan
Sponsored by Lavie Holdco Llc · EIN 873131400 · Plan #002
- Total assets
- $37.5M
- Net assets
- $37.5M
- Active participants
- 4,288
- With balances
- 962
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $175,772 |
| Alliant Retirement Services, Llc | Consulting (pension), Investment advisory (plan), Other services | $79,283 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $16,453 |