Foundation Laboratory 401(k) Profit Sharing Plan
Sponsored by Latara Enterprise, Inc. Dba Foundation Laboratory · EIN 954467199 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 205
- With balances
- 188
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $38,389 |
| Elite Retirement Administration | Recordkeeping, Participant loan processing | $27,961 |
| Lee Cpa Audit Group | Accounting | $9,000 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing | $3,650 |