Lago Mar Properties, Inc. 401(k) Plan
Sponsored by Lago Mar Properties, Inc. · EIN 591156165 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 123
- With balances
- 161
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| American Portfolios Advisors, Inc. | Recordkeeping, Trustee (institutional), Other services | $19,092 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $4,344 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |