AUMdb

Loureiro Engineering Associates, Inc 401(k) Plan

Sponsored by Loureiro Engineering Associates, Inc. · EIN 060918334 · Plan #001

Total assets
$25.3M
Net assets
$25.3M
Active participants
163
With balances
258

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
Smith Brothers Financial, Llc CRD 322951 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Smith Brothers Financial Llc Investment advisory (plan) $35,159
Empower Annuity Insurance Company Recordkeeping fees $28,100
Pension Consultants, Inc. Contract administrator $16,922