AUMdb

Little Diversified Architectural Consulting, Inc. Profit Sharing And Retirement Savings Plan

Sponsored by Little Diversified Architectural Consulting, Inc. · EIN 560884622 · Plan #002

Total assets
$78.3M
Net assets
$78.3M
Active participants
454
With balances
605

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Mma Securities Investment advisory (plan) $73,347
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $30,694
Strategic Advisors, Inc. Investment advisory (plan) $18,120