AUMdb

Ls3 P 401(k) Plan

Sponsored by Ls3 P Associates Ltd. · EIN 570475651 · Plan #001

Total assets
$72.3M
Net assets
$72.3M
Active participants
490
With balances
626

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
Salem Advisory Group Llc CRD 145697 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $82,544
Sage Advisory Group Investment management, Direct payment from the plan $29,354