Lotus Group 401(k) Plan
Sponsored by Lotus Group Usa, Inc. · EIN 753169679 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 262
- With balances
- 179
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones & Co | Investment advisory (plan), Investment management fees (direct) | $30,201 |
| Empower Advisory Group, Llc | Investment management | $8,790 |
| Perkins & Company | Accounting | $6,000 |
| Pension Plan Specialists Pc | Contract administrator | $4,821 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,334 |