Lbc Investment And Retirement Plan
Sponsored by Lbc Houston L.P. · EIN 741920179 · Plan #001
- Total assets
- $50.9M
- Net assets
- $50.9M
- Active participants
- 245
- With balances
- 293
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $130,497 |
| Wells Fargo Advisors | Investment advisory (plan), Investment management fees (direct) | $78,827 |
| Harper & Pearson | Custodial (securities), Trustee (directed), Shareholder servicing fees | $15,000 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |