Loftin Equipment Company 401(k) Plan
Sponsored by Loftin Equipment Company · EIN 860041520 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 191
- With balances
- 221
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners Llc | Other fees | $36,632 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $30,926 |
| Baker Tilly Us Llp | Other fees | $30,167 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $5,369 |