Lee & Cates Glass, Inc. 401(k) Plan
Sponsored by Lee & Cates Glass, Inc. · EIN 590713691 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 145
- With balances
- 93
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newedge Advisors, Llc CRD 171351 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newedge Advisors Llc | Investment advisory (participants) | $24,419 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,697 |
| John Hancock Usa | Recordkeeping | $3,542 |
| Wilshire Associates Inc(usa) | Investment advisory (participants) | $1,395 |