AUMdb

Lutheran Family Services Of Virginia, Inc. 401(k) Plan

Sponsored by Lutheran Family Services Of Virginia, Inc. Dba Encircle · EIN 541222012 · Plan #002

Total assets
$14.6M
Net assets
$14.6M
Active participants
414
With balances
503

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $64,385
World Investment Advisors Llc Investment advisory (plan) $31,389