AUMdb

Leading Pharma 401(k) Plan

Sponsored by Leading Pharma, Llc · EIN 471297885 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
182
With balances
154

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan), Investment management, Other investment fees and expenses $22,265
Nationwide Life Insurance Co Investment advisory (participants), Participant loan processing, Investment advisory (plan) $13,400
Planned Financial Programs Accounting, Contract administrator, Recordkeeping $2,090