AUMdb

Life And Specialty Ventures, Llc 401(k) Plan

Sponsored by Life And Specialty Ventures Llc · EIN 800233147 · Plan #001

Total assets
$138M
Net assets
$138M
Active participants
657
With balances
771

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Trustee (directed), Participant loan processing, Sub-transfer agency fees $54,176
Bcbsa Neba Plan administrator $18,764
Ss&C Other services $0