AUMdb

L & F Distributors 401(k) Plan

Sponsored by L & F Distributors, Llc · EIN 742200646 · Plan #001

Total assets
$31.7M
Net assets
$31.7M
Active participants
1,298
With balances
733

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
World Investment Advisors, Llc CRD 208512 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
Empower Annuity Insurance Company O Recordkeeping fees $72,565
World Investment Advisors Llc Investment advisory (plan) $61,884
Empower Advisory Group, Llc Investment management $20,768