AUMdb

Land Title Guarantee Company 401(k) Profit Sharing Plan

Sponsored by Land Title Guarantee Company · EIN 840572036 · Plan #003

Total assets
$79.7M
Net assets
$79.7M
Active participants
575
With balances
823

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $71,825
Charles Schwab Trust Bank Custodial (securities), Securities brokerage commissions $0
Charles Schwab & Co., Inc. Custodial (securities), Securities brokerage commissions $0