Lusa Associates/Ultima Services 401(k) Plan
Sponsored by Lusa Associates Inc. · EIN 522304111 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 42
- With balances
- 110
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $16,769 |
| Erickson Demel & Associates, Pllc | Accounting, Direct payment from the plan | $16,250 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Consulting fees | $10,227 |