Lithion Retirement Plan
Sponsored by Lithion Battery Inc. · EIN 853189219 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 288
- With balances
- 139
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (plan) | $23,474 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,190 |