Holt Lunsford Commerical, Inc. 401(k) Plan
Sponsored by Holt Lunsford Commerical, Inc. · EIN 752439290 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 177
- With balances
- 144
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $42,175 |
| Inwest Retirement | Contract administrator, Direct payment from the plan, Other services | $3,735 |
| Rbc Capital Markets, Llc | Investment advisory (plan), Other fees | $0 |