AUMdb

Lee Hill Investments Llc 401(k) Plan

Sponsored by Lee Hill Investments Llc · EIN 680608039 · Plan #001

Total assets
$2.0M
Net assets
$2.0M
Active participants
292
With balances
220

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
Rudd & Company, Pllc Contract administrator $8,170
Capital Group Retirement Plan Recordkeeping fees $750