AUMdb

Lanzen, Inc. 401(k) Plan

Sponsored by Lanzen, Inc. · EIN 381814915 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
171
With balances
171

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
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rpa Financial Llc Investment advisory (plan) $39,366
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,822