Lake/Flato Architects, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Lake/Flato Architects, Inc. · EIN 742452327 · Plan #001
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 143
- With balances
- 169
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan), Direct payment from the plan | $69,448 |
| Wellth Advisory Services | Investment advisory (plan), Direct payment from the plan | $24,755 |
| Ascensus Llc | Other commissions, Recordkeeping fees, Participant loan processing | $15,979 |