Retirement Income Security Plan Leland Management, Inc.
Sponsored by Leland Management, Inc. · EIN 593498435 · Plan #003
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 355
- With balances
- 379
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $20,196 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Investment advisory (plan) | $18,647 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $813 |