AUMdb

Leupold & Stevens Employees' Pension Plan

Sponsored by Leupold & Stevens Inc. · EIN 930372974 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Milliman, Inc. Actuarial, Consulting (pension), Direct payment from the plan $104,969
Merrill Lynch Custodial (securities), Investment management, Direct payment from the plan $22,676
Bank Of America Custodial (securities), Trustee (institutional), Trustee (directed) $13,684