AUMdb

The Lia Group 401(k) Plan

Sponsored by Lia Group, Inc. · EIN 141787128 · Plan #002

Total assets
$26.6M
Net assets
$26.6M
Active participants
763
With balances
845

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
Private Advisor Group, Llc CRD 155216 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Recordkeeping fees $97,148
Empire Advisory Group, Llc Investment management $60,450
Creative Pension Consultants, Inc. Contract administrator $50,048
Private Advisors Group, Llc Investment advisory (plan) $14,781
Lpl Financial, Llc Other commissions $0