Pond Lehocky Llp 401(k) Profit Sharing Plan And Trust
Sponsored by Pond Lehocky Llp · EIN 464224793 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 146
- With balances
- 156
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 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 | $62,725 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $29,835 |
| Mckonly And Asbury Llp | Accounting, Direct payment from the plan | $15,742 |
| Milberg Consulting Llc | Contract administrator, Direct payment from the plan | $10,200 |