AUMdb

Lagoon Corp. & Affiliates Profit Sharing Plan

Sponsored by Lagoon Corporation And Affiliates · EIN 870201171 · Plan #001

Total assets
$66.4M
Net assets
$66.4M
Active participants
194
With balances
272

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
Rbc Wealth Management Securities brokerage $131,678
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $7,662
Us Bank National Association Investment management $0