Leavitt Partners, Llc Retirement Plan
Sponsored by Leavitt Partners, Llc · EIN 264546944 · Plan #001 · Cottonwood Heights, UT
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great West Life & Annuity Insurance | Recordkeeping fees | $38,071 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $30,990 |
| Kestra Investment Services Llc | Other commissions | $0 |