Lewis Rice Profit Sharing Plan
Sponsored by Lr Stl, Llc · EIN 430680427 · Plan #001
- Total assets
- $144M
- Net assets
- $144M
- Active participants
- 215
- With balances
- 255
Plan year beginning 02/01/2024 · 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 |
|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | Recordkeeping, Securities brokerage, Direct payment from the plan | $108,801 |
| Cutter & Company | Accounting, Consulting (pension), Direct payment from the plan | $30,114 |
| Plan Corp | Consulting (pension), Direct payment from the plan | $24,850 |
| Parkside Financial Bank And Trust | Accounting, Consulting (pension), Direct payment from the plan | $14,114 |