AUMdb

Lincoln Hills Development Corporation Profit Sharing Plan

Sponsored by Lincoln Hills Development Corp · EIN 351112746 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
132
With balances
128

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
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ameritas Life Insurance Corporation Recordkeeping, Recordkeeping fees, Direct payment from the plan $3,038
Mesirow Financial Investment Mgmt, Investment advisory (plan), Direct payment from the plan $440