Ltk 401(k) Plan
Sponsored by Rewardstyle, Inc. D/B/A Ltk · EIN 473668234 · Plan #001
- Total assets
- $33.3M
- Net assets
- $33.3M
- Active participants
- 587
- With balances
- 640
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Baldwin Group Wealth Advisors | Consulting (general), Investment advisory (plan) | $71,465 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $47,046 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,147 |