Service Provider
LOCKTON INVESTMENT ADVISORS
2 companies • 2 plans • 2 filings • Latest year 2025
Service providerInvestment managementOther servicesService code 99
Total Direct Compensation
$18,436
0.11% of tracked asset basis
Tracked Asset Basis
$16,044,542
Companies
2
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Exagen Inc. | 20-0434866 | 1 | 1 | 2021 | $18,436 | 0.16% | $11,704,505 |
| Certasite LLC | 27-0026665 | 1 | 1 | 2025 | - | - | $4,340,037 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2025 | Certasite LLC | Certasite LLC 401(K) P/S Plan | Service provider | Service code 99 | - | - | $4,340,037 | View filing |
| 2021 | Exagen Inc. | Exagen Inc. 401(K) Plan | Service provider | Investment management • Other services | $18,436 | 0.16% | $11,704,505 | View filing |