Lord & Sons, Inc. 401(k) Plan
Sponsored by Lord & Sons, Inc. · EIN 941751726 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 200
- With balances
- 112
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 |
|---|---|---|
| Advanced Retirement Solutions, Llc CRD 288022 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Retirement Solutions | Investment advisory (plan) | $19,259 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,406 |
| Empower Advisory Group, Llc | Investment management | $3,452 |