AUMdb

Retirement Income Security Plan Lexima Llc

Sponsored by Lexima Llc · EIN 843273195 · Plan #001

Total assets
$393K
Net assets
$393K
Active participants
345
With balances
275

Plan year beginning 02/15/2024 · 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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $5,278
Matrix Trust Company Custodial (securities), Participant loan processing, Direct payment from the plan $12