Lloyd, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Lloyd, Inc. · EIN 420837233 · Plan #002
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 107
- With balances
- 111
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $35,660 |
| Newport Group, Inc. | Investment advisory (plan), Recordkeeping, Recordkeeping fees | $5,130 |