Courier Network, Inc. 401(k) Plan
Sponsored by Courier Network, Inc. · EIN 133354022 · Plan #003
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 115
- With balances
- 142
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 |
|---|---|---|
| Lwm Advisory Services, Llc CRD 172009 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lwn Advisory Services Llc | Investment advisory (plan) | $19,606 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $6,570 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,044 |