L&M Family Of Companies 401(k) And Profit Sharing Plan
Sponsored by L&M Companies, Inc. · EIN 560811549 · Plan #001
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 223
- With balances
- 199
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 |
|---|---|---|
| Investment Research Corp CRD 108208 | fuzzy_auto · 96% | 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 | $55,879 |
| Investment Research & Ad | Investment advisory (plan), Direct payment from the plan | $32,005 |