AUMdb

Ehrhardts Lebanon, L.L.C. 401 K Profit Sharing Plan

Sponsored by Ehrhardts' Lebanon, L.L.C. · EIN 431712491 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
185
With balances
290

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
Cetera Fin Specialist Investment advisory (participants), Investment advisory (plan) $63,885
Newport Group, Inc. Recordkeeping fees, Account maintenance fees $19,592