AUMdb

Snow Partners Llc 401(k) Plan

Sponsored by Snow Partners Llc · EIN 812585114 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
309
With balances
116

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 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Rpcp Investment advisory (participants) $15,316
Ascensus Llc Investment advisory (participants), Recordkeeping, Other fees $13,544
Intac Other fees, Participant loan processing $2,375