AUMdb

Littleton Coin Company, Inc. Employee Retirement Plan

Sponsored by Littleton Coin Company, Inc. · EIN 020276438 · Plan #001

Total assets
$29.0M
Net assets
$29.0M
Active participants
210
With balances
217

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $82,904
Lpl Financial Llc Rpcp Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0