Lance, Soll & Lunghard, Llp 401(k) Profit Sharing Plan
Sponsored by Lance, Soll & Lunghard, Llp · EIN 952700123 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 121
- With balances
- 148
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc. | Investment advisory (plan) | $35,535 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,455 |
| Hicks Pension Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,690 |