AUMdb

Lcg, Inc. 401(k) Retirement Plan

Sponsored by Lcg, Inc. · EIN 521705862 · Plan #001

Total assets
$21.3M
Net assets
$21.3M
Active participants
293
With balances
322

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
Signature Estate & Investment Advisors Llc CRD 108163 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $8,430
Signature Estate & Invest Advs Llc Investment advisory (plan) $6,100