Avma Life Trust, Llc 401(k) Plan
Sponsored by Avma Life Trust, Llc · EIN 842685033 · Plan #333
- Total assets
- $74.7M
- Net assets
- $74.7M
- Active participants
- 3,439
- With balances
- 2,083
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
| Koshinski Asset Management, Inc. Dba Ipi Asset Management, Inc. CRD 111872 | deterministic · 100% | 2024 |
| Propartners Wealth Llc CRD 309875 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $335,911 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $200,170 |
| Templeton & Company | Accounting | $34,500 |
| Envestnet Retirement Solutions Llc | Investment advisory (plan) | $24,958 |
| Ipi Wealth Management Inc | Investment advisory (plan) | $5,919 |
| Propartners Wealth Llc | Investment advisory (plan) | $5,652 |
| Employee Financial Education Llc | Consulting (pension) | $1,320 |
| Transamerica Trust Company | Trustee (institutional) | $208 |
| Lpl Financial Corporation | Investment advisory (plan) | $191 |
| Avma Life Trust Llc | Employee (plan sponsor) | $40 |