Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Retirement Plan
Sponsored by Lowndes, Drosdick, Doster, Kantor & Reed, Pa · EIN 591276118 · Plan #003 · Orlando, FL
- Total assets
- $91.5M
- Net assets
- $91.5M
- Active participants
- 171
- With balances
- 201
Plan year beginning 02/01/2024 · 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 | Investment advisory (plan) | $59,651 |
| Withum Smith+Brown, Pc | Accounting | $22,360 |
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | -$7,166 |