AUMdb

Leith, Inc. 401(k) Profit Sharing Plan

Sponsored by Leith, Inc. · EIN 560929494 · Plan #002

Total assets
$146M
Net assets
$146M
Active participants
1,894
With balances
2,922

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
Milliman, Inc. Recordkeeping, Consulting (pension), Copying and duplicating $22,217
Deloitte & Touche Llp Accounting, Direct payment from the plan $0
Matrix Trust Company Trustee (institutional), Investment management fees (direct) $0