AUMdb

Lee Mechanical Contractors, Inc. 401(k) Salary Reduction Plan And Trust

Sponsored by Lee Mechanical Contractors, Inc. · EIN 431367249 · Plan #001

Total assets
$9.0M
Net assets
$9.0M
Active participants
244
With balances
213

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
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $34,806