AUMdb

Landus 401(k) Plan

Sponsored by Landus Cooperative · EIN 420243650 · Plan #030

Total assets
$80.4M
Net assets
$80.4M
Active participants
647
With balances
817

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Principal Securities, Inc. CRD 1137 deterministic · 100% 2024
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Securities Inc Investment advisory (plan), Direct payment from the plan $187,125
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $34,501
Edelman Financial Engines, Llc Investment advisory (participants), Direct payment from the plan $6,212
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0