Lrk Inc. 401(k) Plan
Sponsored by Lrk Inc. · EIN 272257638 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 119
- With balances
- 178
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Mgt | Investment advisory (participants) | $40,888 |
| B. Riley Wealth Management | Investment advisory (participants) | $27,132 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $1,108 |