AUMdb

Land O'frost 401(k) Retirement Savings Plan

Sponsored by Land O'frost, Inc. · EIN 362265880 · Plan #005

Total assets
$50.4M
Net assets
$50.4M
Active participants
1,310
With balances
1,347

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $107,521
Forest Captial Management, Llc Consulting (general) $104,967