AUMdb

Lofted Products Llc 401(k) Plan

Sponsored by Lofted Products Llc · EIN 834421801 · Plan #003

Total assets
$4.1M
Net assets
$4.1M
Active participants
126
With balances
127

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $24,754
Global Retirement Partners Llc Investment advisory (plan), Other fees $0