AUMdb

Lsa Associates, Inc. Profit Sharing And Savings Plan And Trust

Sponsored by Lsa Associates, Inc. · EIN 942341614 · Plan #003

Total assets
$77.7M
Net assets
$77.7M
Active participants
171
With balances
347

Plan year beginning 06/01/2024 · 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
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $7,197