AUMdb

Scandinavian Home Dc Plan

Sponsored by Scandinavian Home, Inc. · EIN 050262584 · Plan #002

Total assets
$3.4M
Net assets
$3.4M
Active participants
22
With balances
110

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $28,953
Lpl Financial Corporation Rpcp Investment advisory (plan) $13,062
Metropolitan Life Insurance Company Other investment fees and expenses $84
Standard Retirement Services Custodial (securities) $0