AUMdb

Lion Copolymer Geismar Llc Savings And Supplemental Plan

Sponsored by Lion Copolymer Geismar Llc · EIN 208775856 · Plan #001

Total assets
$55.9M
Net assets
$55.9M
Active participants
190
With balances
254

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Investment advisory (plan) $46,138
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $37,869
Strategic Advisors, Inc. Investment advisory (plan) $6,453