Lisega, Inc. 401(k) Plan
Sponsored by Lisega, Inc. · EIN 020409118 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 143
- With balances
- 149
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 |
|---|---|---|
| Rather & Kittrell, Inc. CRD 114885 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $36,925 |
| Rather & Kittrell | Investment advisory (participants), Investment advisory (plan) | $25,000 |
| Tennessee Pension Administrators | Contract administrator | $1,740 |