Lessard Design Inc. Employees Savings Trust
Sponsored by Lessard Design Inc. · EIN 261471568 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 52
- With balances
- 143
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 |
|---|---|---|
| Wealthplans, Llc CRD 311560 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthplans Llc | Investment advisory (plan) | $28,812 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $938 |