Lynch Companies 401(k) Savings Plan
Sponsored by Ldv, Inc. · EIN 391281237 · Plan #001
- Total assets
- $80.0M
- Net assets
- $80.0M
- Active participants
- 659
- With balances
- 736
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | 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, Participant loan processing, Direct payment from the plan | $192,632 |
| Ppg Retirement Plan Services | Contract administrator, Other services, Other fees | $13,834 |
| Principal Securities | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Inc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Mgmt | Investment advisory (participants), Consulting fees | $0 |