AUMdb

Logix Employment Services, Inc. Retirement Plan

Sponsored by Logix Employment Services, Inc. · EIN 954341911 · Plan #003 · Valencia, CA

Total assets
$81.2M
Net assets
$81.2M
Active participants
76
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Columbia Management Investment Advisers, Llc CRD 108257 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Bank Of America Trustee (institutional), Investment advisory (plan), Investment management $180,929
Columbia Management Invmt Svs Corp Investment management, Direct payment from the plan, Investment management fees (direct) $108,311