AUMdb

Lmt Onsrud Lp Retirement Savings Plan

Sponsored by Lmt Onsrud Lp · EIN 522136091 · Plan #002

Total assets
$20.4M
Net assets
$20.4M
Active participants
140
With balances
175

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
Intellicents Investment Solutions Inc CRD 107498 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alliance Pension Consultants Recordkeeping $45,228
Intellicents Investment Solutions Investment advisory (plan) $39,616