The Lockwood Companies 401(k) Plan
Sponsored by Lockwood Companies, L.L.C. · EIN 202052792 · Plan #001
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 149
- With balances
- 183
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $16,531 |
| Gregory J. Schwartz & Co., Inc. | Recordkeeping, Trustee (institutional), Other services | $14,666 |
| Adp Broker Dealer | Other services, Other fees | $0 |