AUMdb

Lighting Retrofit International,Llc Prevailing Wage Plan

Sponsored by Lighting Retrofit International,Llc · EIN 800501760 · Plan #002

Total assets
$7.0M
Net assets
$7.0M
Active participants
91
With balances
173

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prinicipal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $51,569
The Mandmarblestone Group Llc Legal $24,687
Lpl Financial Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0