AUMdb

L/B Water Service, Inc. 401(k) Plan

Sponsored by L/B Water Service, Inc. · EIN 753036438 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
237
With balances
261

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Cornerstone Advisors Asset Management, Llc CRD 138638 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $111,526
Cornerstone Advisors Asset Mgmt Investment advisory (plan), Other fees $0
The Angell Pension Group Inc Other services, Other fees $0