Martha Lloyd Community Services Retirement Savings Plan
Sponsored by Martha Lloyd School, Inc. · EIN 240798830 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 297
- With balances
- 186
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 |
|---|---|---|
| July Business Services Llc | Recordkeeping | $8,576 |