AUMdb

Living Spaces Furniture, Llc 401(k) Plan

Sponsored by Living Spaces Furniture, Llc · EIN 850486573 · Plan #001

Total assets
$54.4M
Net assets
$54.4M
Active participants
3,571
With balances
3,126

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $245,905
Sageview Advisory Group, Llc Investment advisory (plan) $93,031
Sageview Advisory Group, Llc Investment management $24,371
Jlk Rosenberger Llp Accounting $15,400