Northumberland Lmg Corporation 401(k) And Profit Sharing Plan
Sponsored by Northumberland Lmg Corporation · EIN 431999527 · Plan #001 · Cary, NC
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 267
- With balances
- 262
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants) | $2,017 |
| Mutual Of America Investment Corp | Claims processing, Recordkeeping, Participant loan processing | $1,579 |
| Leafhouse Financial 3(38) | Investment advisory (participants) | $231 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Float revenue | $55 |