Lamb Farms Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Lamb Farms Inc · EIN 161081703 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 148
- With balances
- 94
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 |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Contract administrator, Recordkeeping, Investment advisory (participants) | $20,708 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $12,112 |
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $5,197 |