Loop Capital Markets, Llc 401(k) Plan & Trust
Sponsored by Loop Capital Markets, Llc · EIN 364164012 · Plan #001
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 248
- With balances
- 337
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $111,341 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $5,239 |
| Mesirow Financial, Inc. | Other fees | $0 |
| Creative Planning Hold Co, Llc | Other fees | $0 |