Loc Performance Products, Llc Bargaining Unit Employees Retirement Plan
Sponsored by Loc Performance Products, Llc · EIN 382131316 · Plan #002
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 375
- With balances
- 387
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 | $44,086 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $27,314 |
| Empower Financial Services, Inc. | Securities brokerage | $220 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $170 |
| Empower Financial Services, Inc. | Securities brokerage | $25 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |