AUMdb

Looking Glass Employees' Retirement Plan

Sponsored by Looking Glass Community Services · EIN 930605174 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
295
With balances
226

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Recordkeeping fees $22,985
Raymond James Investment advisory (plan) $12,307
Jones & Roth, Pc Contract administrator $4,661