AUMdb

Proplogix, Llc Retirement Plan

Sponsored by Proplogix, Llc · EIN 813763469 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
160
With balances
186

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $19,467
Lpl Investment advisory (plan) $12,262
Dyatech Llc Recordkeeping, Participant loan processing, Recordkeeping fees $3,190
Dyatech Other services $0