Us Lbm Holdings, Llc 401(k) Plan
Sponsored by Us Lbm, Llc · EIN 883219071 · Plan #001
- Total assets
- $620M
- Net assets
- $620M
- Active participants
- 13,254
- With balances
- 17,132
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $978,182 |
| Retirement Management Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $73,920 |
| Captrust Financial Advisors | Investment advisory (plan) | $73,875 |
| Katz Sapper & Miller | Accounting | $59,652 |
| Envestnet Retirement Solutions | Investment advisory (plan) | $26,014 |
| Mml Investors Services, Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |