AUMdb

Ladies & Gentlemen Hair Stylists, Inc. 401(k) Plan

Sponsored by Ladies & Gentlemen Hair Stylists, Inc. · EIN 341548748 · Plan #001

Total assets
$5.0M
Net assets
$5.0M
Active participants
156
With balances
129

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024
Fourth Dimension Wealth, Llc CRD 306703 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cetera Retirement Plan Specialists Recordkeeping, Participant loan processing, Recordkeeping fees $13,773
Fourth Dimension Wealth Llc Investment advisory (plan) $10,069
Cetera Investment Advisors Llc Investment advisory (plan) $6,738
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $5,794
Leafhouse Financial Advisors, Llc Investment advisory (plan) $2,737