Lti Technology Solutions Employee Stock Ownership Plan
Sponsored by Lti Technology Solutions · EIN 470722756 · Plan #002
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 111
- With balances
- 165
Plan year beginning 01/01/2024 · Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principly, Inc. CRD 281813 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bland & Associates | Accounting, Other fees | $12,125 |
| Principal | Investment management, Direct payment from the plan | $10,694 |
| Stern Valuation | Actuarial, Consulting fees | $9,350 |