The Lee Manor 401(k) Plan
Sponsored by The Lee Manor · EIN 362998136 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 267
- With balances
- 94
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 |
|---|---|---|
| Southwest Wealth Strategies | Investment advisory (plan) | $8,900 |
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $7,382 |
| Wilshire Associates, Inc. | Investment management | $593 |