Litera Microsystems 401(k) Plan
Sponsored by Freedom Solutions Group Llc · EIN 364156327 · Plan #001
- Total assets
- $42.7M
- Net assets
- $42.7M
- Active participants
- 400
- With balances
- 518
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $67,101 |
| Mml Investors Services, Llc | Investment advisory (plan), Direct payment from the plan, Other fees | $60,572 |
| The Angell Pension Group, Inc | Other services, Other fees | $0 |