Lrei Retirement And Savings Plan
Sponsored by Little Red School House · EIN 135562268 · Plan #001
- Total assets
- $61.8M
- Net assets
- $61.8M
- Active participants
- 169
- With balances
- 405
Plan year beginning 07/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Invesment Advisors | Investment advisory (plan), Direct payment from the plan | $36,236 |
| Tiaa | Contract administrator, Direct payment from the plan, Investment management fees (indirect) | $35,648 |