Lancaster Fairfield Cap, Inc. 401(k) Profit Sharing Plan
Sponsored by Lancaster Fairfield Community Action Program, Inc. · EIN 316060695 · Plan #002
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 104
- With balances
- 135
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 |
|---|---|---|
| Steward Partners Investment Advisory, Llc CRD 283004 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Latitude Service Company | Other services, Other fees, Recordkeeping fees | $22,461 |
| Nationwide | Custodial (securities) | $18,530 |
| Steward Partners Investment Advisor | Investment advisory (plan), Investment management fees (direct) | $8,300 |
| Saling Simms Associates Inc | Investment advisory (plan), Investment management fees (direct) | $7,890 |
| Leafhouse Financial Advisors Llc | Trustee (directed) | $2,021 |