AUMdb

Liter's, Inc. 401(k) Plan

Sponsored by Liter's, Inc. · EIN 610543198 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
128
With balances
142

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $26,145
Sortino Advisory Partners, Llc Investment advisory (plan), Direct payment from the plan $19,997
Jones, Nale & Mattingly Accounting, Direct payment from the plan $14,300