AUMdb

The Architect 401(k) Plan Lexington Square 401(k) Plan

Sponsored by Lexington Square, Llc · EIN 200473448 · Plan #001

Total assets
$1.3M
Net assets
$1.3M
Active participants
109
With balances
66

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $6,444
Nielsen Ginancial Management Llc Investment advisory (plan) $5,006
The Finway Group, Llc Contract administrator $1,875
Empower Advisory Group Investment management $684
World Investment Advisors Other fees $501