L&M Services, Incorporated Employee Savings Plan
Sponsored by L&M Services, Inc. · EIN 911294894 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 120
- With balances
- 119
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 |
|---|---|---|
| Coldstream Capital Management Inc CRD 108805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coldstream Wealth Management | Investment advisory (plan) | $37,752 |
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $23,159 |
| Brinker Capital Investments, Llc | Investment management | $0 |