AUMdb

Chameleon Consulting Group Llc 401(k) Plan

Sponsored by Chameleon Consulting Group Llc · EIN 814718993 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
205
With balances
186

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $45,564
The Vanguard Group, Inc. Other fees, Participant loan processing, Direct payment from the plan $1,565