Lancaster Retirement & Savings Plan
Sponsored by Lancaster Ltd · EIN 363838340 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 75
- With balances
- 125
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sfg | Claims processing, Recordkeeping, Custodial (other) | $21,081 |
| Lpl Financial | Investment advisory (plan), Consulting fees | $18,023 |
| Definiti Llc | Contract administrator | $7,794 |