Litmangerson Associates, Llp Salary Reduction Plan
Sponsored by Litmangerson Associates, Llp Salary Reduction Plan · EIN 042694095 · Plan #002
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 146
- With balances
- 148
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 |
|---|---|---|
| Integrated Wealth Concepts Llc CRD 284656 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrated Wealth Concepts Llc | Investment advisory (plan) | $33,360 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $14,913 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $936 |