Latitude Ai Llc 401(k) Plan
Sponsored by Latitude Ai Llc · EIN 921130676 · Plan #001
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 555
- With balances
- 1,235
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $89,668 |
| Creative Planning Inc. | Investment advisory (plan), Direct payment from the plan | $75,029 |