Lm Services Retirement Savings Plan
Sponsored by Lm Services Corporation · EIN 431724712 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.2M
- Active participants
- 2,882
- With balances
- 303
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | 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 | $46,354 |
| Advanced Benefits Consulting | Contract administrator, Other services, Direct payment from the plan | $4,649 |
| Northwestern Mutual Investment Serv | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |