AUMdb

Local Initiatives Support Corporation 401(k) Plan

Sponsored by Local Initiatives Support Corporation · EIN 133030229 · Plan #001

Total assets
$77.7M
Net assets
$77.7M
Active participants
553
With balances
793

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $74,631
Axa Equitable Life Insurance Co Trustee (directed), Investment management, Shareholder servicing fees $316