AUMdb

Landpoint, Llc 401(k) Plan

Sponsored by Landpoint, Llc · EIN 710765746 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
62
With balances
178

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Services Llc Investment advisory (plan) $7,122
Acuff & Associates Inc Contract administrator $3,630
Empower Advisory Group, Llc Investment management $2,871
Empower Annuity Insurance Company Recordkeeping fees $2,000
Edward D Jones & Co Lp Other fees $1,588