Lcmhs Savings And Retirement Plan
Sponsored by Lamoille County Mental Health Services, Inc. · EIN 030219658 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 179
- With balances
- 145
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 |
|---|---|---|
| Richards Incorporated Trg | Investment advisory (plan) | $3,722 |
| Setaway Llc | Contract administrator | $2,772 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,856 |
| Morgan Stanley Insurance | Other commissions | $0 |