AUMdb

Lefebvre Companies 401(k) Plan

Sponsored by Lefebvre Companies, Inc. · EIN 411783497 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
80
With balances
198

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $17,166
Empower Annuity Insurance Company Recordkeeping fees $13,824