The Lake Doctors, Inc. Retirement Savings Plan
Sponsored by The Lake Doctors, Inc. · EIN 854157613 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 186
- With balances
- 192
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $26,490 |
| Cbiz Benefits & Ins Services Inc | Contract administrator | $13,022 |
| Empower Annuity Insurance Company | Recordkeeping fees | $10,844 |
| Ubs Financial Services Inc | Investment advisory (plan) | $8,245 |
| Empower Advisory Group, Llc | Investment management | $4,975 |