Leaderstat Llc 401 K Profit Sharing Plan And Trust
Sponsored by Leaderstat, Llc · EIN 311693909 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.3M
- Active participants
- 105
- With balances
- 114
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan), Investment management | $4,271 |
| Aps Pentegra | Contract administrator | $2,558 |
| Proaccount | Investment advisory (participants) | $1,999 |
| Nationwide | Investment advisory (participants) | $599 |