Landis Supermarket, Inc. 401(k) Profit Sharing Plan
Sponsored by Landis Supermarket, Inc. · EIN 231680446 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 222
- With balances
- 225
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $50,628 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Consulting fees | $22,955 |
| Baum, Smith & Clemens, Llp | Accounting, Direct payment from the plan | $13,099 |
| Cetera Investment Advisers Llc | Investment advisory (plan), Consulting fees | $10,528 |