Lydia Home Association 401(k) Retirement Plan & Trust
Sponsored by Lydia Home Association · EIN 361412810 · Plan #002
- Total assets
- $2.8M
- Net assets
- $2.7M
- Active participants
- 443
- With balances
- 287
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $9,438 |
| Charles Schwab Trust Bank | Custodial (other) | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $0 |