Retirement Income Plan For Employees Of International Association Of Lions Clubs
Sponsored by The International Association Of Lions Clubs · EIN 361263962 · Plan #001
- Total assets
- $53.4M
- Net assets
- $53.4M
- Active participants
- 40
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bank Of America | Claims processing, Recordkeeping, Direct payment from the plan | $192,522 |
| Willis Towers Watson | Actuarial, Direct payment from the plan | $54,000 |
| Crowe Llp | Accounting, Direct payment from the plan | $19,035 |
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $4,250 |