Lee Masonry Products, Inc. 401(k) Plan
Sponsored by Lee Masonry Products, Inc. · EIN 610901825 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 431
- With balances
- 181
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan), Securities brokerage commissions | $50,124 |
| Forvis Wealth Advisors, Llc | Accounting, Contract administrator, Direct payment from the plan | $22,196 |
| Kraft Cpas, Pllc | Accounting, Direct payment from the plan | $13,515 |
| Capital Group Retirement Srvcs | Direct payment from the plan, Recordkeeping fees | $1,150 |