Lcm Investments Holdings Ii, Llc 401(k) Plan
Sponsored by Lcm Investments Holdings Ii, Llc · EIN 204587299 · Plan #001
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 6,775
- With balances
- 7,377
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of Am | Investment management, Recordkeeping fees | $709,781 |
| Florida Retirement Consultants | Contract administrator | $332,024 |
| Cbiz Cpas P.C. | Accounting | $79,800 |
| Capfinancial Partners Llc | Investment advisory (plan) | $41,250 |
| Kestra Investment Services, Llc | Investment advisory (plan) | $36,166 |