Lesbian And Gay Community Services Center, Inc. Profit Sharing Plan And Trust
Sponsored by Lesbian And Gay Community Services Center, Inc. · EIN 133217805 · Plan #006
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 98
- With balances
- 154
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Recordkeeping fees, Participant loan processing | $38,501 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |
| Aurora Private Wealth Inc | Investment advisory (plan), Other fees | $0 |