AUMdb

By Light Professional It Services Llc 401(k) Plan

Sponsored by By Light Professional It Services Llc · EIN 743068812 · Plan #001

Total assets
$214M
Net assets
$214M
Active participants
1,630
With balances
2,025

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $129,438
Strategic Advisors, Inc. Investment advisory (plan) $36,851