Costanzo's Bakery, Llc 401(k) Plan
Sponsored by Costanzo's Bakery, Llc · EIN 161077221 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 144
- With balances
- 129
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 |
|---|---|---|
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $17,435 |
| Lawley Retirement Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $15,165 |