Service Lloyds Insurance Company Profit Sharing And 401(k) Plan
Sponsored by Service Lloyds Insurance Company · EIN 742227733 · Plan #001
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 136
- With balances
- 167
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment Advisors | Investment advisory (plan) | $65,126 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $12,504 |