AUMdb

London Bridge Trading Co., Ltd. 401(k) Plan

Sponsored by London Bridge Trading Co., Ltd. · EIN 541593767 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
11
With balances
34

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
The Ascent Group, Llc CRD 314424 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Ascent Group Llc Investment advisory (plan), Direct payment from the plan $18,872
Jpmorgan Invest Holdings Direct payment from the plan, Recordkeeping fees $16,374
Pbmares Contract administrator, Investment advisory (plan), Direct payment from the plan $2,696