Ledwell & Son Enterprises, Inc. 401 K Plan & Trust
Sponsored by Ledwell & Son Enterprises, Inc. · EIN 751090276 · Plan #001
- Total assets
- $68.5M
- Net assets
- $68.5M
- Active participants
- 471
- With balances
- 572
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $35,776 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $12,712 |
| Raymond James Financial Services Ad | Other fees | $0 |