Leafly Holdings Retirement Plan
Sponsored by Leafly Holdings, Inc. · EIN 453834135 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 194
- With balances
- 287
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2021 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2021 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $33,217 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Delaware Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity Funds | Investment management, Shareholder servicing fees | $0 |
| Hartford Mutual Funds | Investment management, Shareholder servicing fees | $0 |
| Janus Funds | Investment management, Shareholder servicing fees | $0 |
| Lord Abbett Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Funds | Investment management, Shareholder servicing fees | $0 |
| Victory Funds | Investment management, Shareholder servicing fees | $0 |
| Voya Funds | Investment management, Shareholder servicing fees | $0 |