Lasalle Bristol, Lp 401(k) Plan
Sponsored by Lasalle Bristol, L.P. · EIN 351499063 · Plan #003
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 375
- With balances
- 455
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $44,818 |
| Lasalle Bristol Lp | Other fees | $94 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |