Lead Bank 401(k) Profit Sharing Plan
Sponsored by Lead Bank · EIN 440255510 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 202
- With balances
- 197
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Digital Investment Advisors | Investment advisory (plan) | $25,969 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $21,658 |
| Empower Advisory Group Llc | Investment management | $8,039 |
| Eip Corp | Contract administrator | $7,521 |