AUMdb

Lotus International Company 401(k) Profit Sharing Plan & Trust

Sponsored by Lotus International Company · EIN 383227175 · Plan #001

Total assets
$2.0M
Net assets
$2.0M
Active participants
22
With balances
52

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth, Inc. Investment advisory (participants) $5,660