L & R Industries, Inc. 401(k) Profit Sharing Plan
Sponsored by L & R Industries, Inc. · EIN 431453032 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 161
- With balances
- 180
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $9,000 |
| Newport Group, Inc. | Recordkeeping, Trustee (institutional), Direct payment from the plan | $7,894 |