AUMdb

Lake State Railway Company 401(k) Profit Sharing Plan

Sponsored by Lake State Railway Company · EIN 383023096 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
132
With balances
157

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
Newport Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $20,433
Pnc Institutional Asset Management Investment advisory (plan), Direct payment from the plan $14,997