AUMdb

Loanpeople 401(k) Plan

Sponsored by Loanpeople Llc · EIN 834428887 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
136
With balances
154

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $12,471
Global Retirement Partners Investment advisory (plan), Consulting fees $10,988