AUMdb

White Line Systems, Llc 401(k) Plan

Sponsored by White Line Systems, Llc · EIN 833997782 · Plan #001

Total assets
$2.7M
Net assets
$2.7M
Active participants
79
With balances
235

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
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $20,585
Lpl Financial Rpcp Investment advisory (plan), Direct payment from the plan $13,597
Psk Llp Accounting, Direct payment from the plan $8,500