AUMdb

Las Vegas Day School 401(k) Plan

Sponsored by Las Vegas Day School, Inc. · EIN 880093429 · Plan #003

Total assets
$12.4M
Net assets
$12.4M
Active participants
173
With balances
121

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 deterministic · 100% 2024
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Investment advisory (plan) $31,605
Ellsworth & Stout Llc Accounting $8,500
Onedigital Investment Advisors Llc Investment advisory (plan) $5,043
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,258