AUMdb

Michael Lewis Company 401(k) Plan

Sponsored by Michael Lewis Company · EIN 360905140 · Plan #001

Total assets
$44.7M
Net assets
$44.7M
Active participants
211
With balances
240

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Howard Simon & Associates, Inc. Direct payment from the plan, Consulting (pension), Participant loan processing $50,929