Lone Star Peo, Inc. Multiple Employer Retirement Plan
Sponsored by Lone Star Peo, Inc. · EIN 473726066 · Plan #002
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 401
- With balances
- 117
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $18,232 |
| Bks Financial Investments Llc | Investment advisory (plan), Investment management fees (direct) | $5,288 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $597 |