AUMdb

Becket & Lee, Llp Employee Savings & Protection Plan

Sponsored by Becket & Lee, Llp · EIN 232590912 · Plan #001

Total assets
$35.7M
Net assets
$35.7M
Active participants
110
With balances
134

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
Benefit Plan Administrators Recordkeeping, Trustee (directed), Other fees $53,403