AUMdb

Lowers Risk Group, Llc 401(k) Plan

Sponsored by Lowers Risk Group, Llc · EIN 455167090 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
78
With balances
300

Plan year beginning 01/01/2024 · 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
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Participant loan processing $36,591
Nfp Retirement Inc Investment advisory (plan) $12,660