AUMdb

Ledge Lounger 401(k) Retirement Plan

Sponsored by Ledge Lounger, Inc. · EIN 475342337 · Plan #001

Total assets
$416K
Net assets
$416K
Active participants
112
With balances
163

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping $702
Cambridge Investment Research Investment advisory (participants) $0
Wilshire Associates Inc Investment advisory (participants) $0