Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Lbm Advantage Inc · EIN 141498340 · Plan #001
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 121
- With balances
- 147
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants) | $67,286 |
| Paychex, Inc. | Recordkeeping | $39,815 |