Lost Tree Club 401(k) Plan
Sponsored by Lost Tree Club, Inc. · EIN 591556454 · Plan #003
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 255
- 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Closed Dlr American Portfolios | Investment advisory (plan) | $24,902 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $14,939 |