AUMdb

Logistic Specialties, Inc. 401(k) Plan

Sponsored by Logistic Specialties, Inc. · EIN 870297794 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
108
With balances
140

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
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $14,288
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $13,144
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0