Levi Ray & Shoup 401 K Matching Contribution Plan
Sponsored by Levi, Ray & Shoup, Inc. · EIN 371073724 · Plan #001
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 555
- With balances
- 544
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 |
|---|---|---|
| Truell Financial Llc CRD 324802 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Troxell Financial | Investment advisory (plan), Investment management fees (direct) | $72,685 |