Leman U.S.A. Inc., Profit Sharing/401(k) Plan
Sponsored by Leman U.S.A. Inc. · EIN 391539537 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 84
- With balances
- 164
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 |
|---|---|---|
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wellth Advisory Services Llc | Investment advisory (plan) | $11,669 |
| Global Retirement Partners Llc | Investment advisory (plan) | $10,654 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,350 |