AUMdb

7 Crew Enterprises, Llc 401 K Plan

Sponsored by 7 Crew Enterprises, Llc · EIN 921026089 · Plan #001

Total assets
$342K
Net assets
$336K
Active participants
523
With balances
627

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Admin. Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $8,226
Transamerica Financial Life Ins Recordkeeping, Participant loan processing, Investment management fees (indirect) $687
Lpl Financial Corporation Investment advisory (plan) $29