Lean Techniques Inc 401 K Plan
Sponsored by Lean Techniques, Inc. · EIN 383836804 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 124
- With balances
- 147
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $21,108 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $11,426 |
| The Finway Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,796 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,966 |