Medford Leas 401(k) Plan
Sponsored by The Estaugh T/A Medford Leas · EIN 210633410 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 297
- With balances
- 405
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $68,875 |
| Jp Morgan Chase Mercer Investments, | Investment management, Direct payment from the plan | $48,736 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |