AUMdb

Laser Assets & Affiliates 401 K Plan

Sponsored by Laser Assets, Inc. · EIN 462110006 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
151
With balances
134

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors, Llc Investment advisory (plan) $34,418
Eaglestone Retirement Services Contract administrator $8,050
Bd & Company Inc Contract administrator $4,000
Capital Group Retirement Plan Srv Recordkeeping fees $325