Solomonedwardsgroup, Llc 401(k) Savings Plan
Sponsored by Solomonedwardsgroup, Llc · EIN 233010383 · Plan #001
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 394
- With balances
- 396
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Financial Corporation | Contract administrator | $90,650 |
| Northstar Asset Management | Contract administrator | $44,438 |
| Lpl Financial Group | Investment advisory (plan), Direct payment from the plan | $19,386 |