L/P Insurance Services 401 K Plan
Sponsored by L/P Insurance Services Llc · EIN 273054238 · Plan #001
- Total assets
- $33.6M
- Net assets
- $33.6M
- Active participants
- 225
- With balances
- 261
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 |
|---|---|---|
| Cwm Llc | Investment advisory (participants), Investment advisory (plan) | $61,125 |
| The Vanguard Group Llc | Recordkeeping fees, Account maintenance fees, Other fees | $24,514 |