AUMdb

Lanier & Associates Retirement Plan

Sponsored by Lanier & Associates Consulting Engineers, Inc. · EIN 720771664 · Plan #001

Total assets
$47.4M
Net assets
$47.4M
Active participants
124
With balances
161

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $8,563
Kushner Lagraize Llc Other fees $7,332
Economic Group Pension Services Other services $0
Morningstar Investment advisory (plan) $0
Voya Retirement Insurance And Annui Recordkeeping fees $0