AUMdb

Lendmark 401(k) Plan

Sponsored by Lendmark Financial Services, Llc · EIN 582257419 · Plan #001

Total assets
$115M
Net assets
$115M
Active participants
2,277
With balances
2,529

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
Empower Annuity Insurance Company Recordkeeping fees $244,919
Alliant Insurance Services Inc Dba Investment advisory (plan) $94,679
Advised Assets Group, Llc Investment management $8,153
Empower Financial Services, Inc. Shareholder servicing fees, Other investment fees and expenses $10