The Lawrence Group Companies 401(k) Plan
Sponsored by G. M. Lawrence & Co. · EIN 464308986 · Plan #001
- Total assets
- $96.2M
- Net assets
- $96.2M
- Active participants
- 942
- With balances
- 1,104
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 |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Global Advisors Inc | Investment advisory (plan) | $68,473 |
| Aon Risk Services South Inc. | Other fees | $57,994 |
| Acuff & Associates Inc | Contract administrator | $30,180 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,352 |
| Clifton Larson Allen Wealth Advisor | Accounting | $8,400 |
| Bass, Berry & Sims Plc | Legal | $3,434 |