Lombart Brothers, Inc. 401(k) Profit Sharing Plan
Sponsored by Lombart Brothers, Inc. · EIN 541117762 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 291
- With balances
- 366
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $93,316 |
| Creative Plannin | Consulting (general), Investment advisory (plan), Consulting fees | $49,195 |
| Creative Planning, Inc. | Investment advisory (plan), Other fees | $0 |