AUMdb

Louisiana Sugar Refining, Llc 401(k) Savings Plan

Sponsored by Louisiana Sugar Refining, Llc · EIN 800489077 · Plan #001

Total assets
$16.3M
Net assets
$16.3M
Active participants
205
With balances
190

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
Lincoln Investment Planning, Llc CRD 519 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions,L Recordkeeping, Participant loan processing, Investment management fees (indirect) $47,984
Lincoln Invesment Planning Inc Investment advisory (plan) $20,000
Leafhouse Financial Advisors Llc Investment advisory (plan) $8,360
Sma Services, Inc Recordkeeping, Participant loan processing, Recordkeeping fees $3,925