Lpi Retirement Savings Plan
Sponsored by Lpi Digital, Llc · EIN 391160869 · Plan #001
- Total assets
- $43.9M
- Net assets
- $43.9M
- Active participants
- 382
- With balances
- 529
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $62,738 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant communication | $61,120 |
| Sva | Accounting, Direct payment from the plan | $12,550 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |