Frank Leta Holding Co. 401(k) Plan
Sponsored by Frank Leta Holding Co. · EIN 431400541 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 365
- With balances
- 407
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 |
|---|---|---|
| Wood Financial Partners | Investment advisory (plan) | $12,960 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,800 |