Lge Community Credit Union 401(k) Plan And Trust
Sponsored by Lge Community Credit Union · EIN 586032554 · Plan #001
- Total assets
- $41.6M
- Net assets
- $41.6M
- Active participants
- 339
- With balances
- 405
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $146,416 |
| Lpl Financial Corporation | Investment advisory (plan) | $23,755 |
| Erisa Services Of Georgia, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,400 |
| Transamerica Trust Company | Trustee (institutional) | $167 |
| American Portfolio Financial Svcs | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |