Lightforce Orthodontics Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Lightforce Orthodontics Inc · EIN 475394197 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 205
- With balances
- 298
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 |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Float revenue, Participant loan processing | $18,252 |
| Pentegra Services, Inc. Tpa Divisio | Recordkeeping, Participant loan processing, Recordkeeping fees | $15,054 |
| Global Retirement Partners Llc | Investment advisory (plan) | $10,237 |