AUMdb

Lightbox Employer, L.L.C. Retirement Plan

Sponsored by Lightbox Employer, L.L.C. · EIN 825392395 · Plan #001

Total assets
$89.8M
Net assets
$89.8M
Active participants
484
With balances
648

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisors Llc Investment advisory (plan) $82,992
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $62,398
Strategic Advisors, Inc. Investment advisory (plan) $15,702