H.F. Lenz Company 401(k) And Profit Sharing Plan
Sponsored by H.F. Lenz Company · EIN 251007465 · Plan #002
- Total assets
- $55.9M
- Net assets
- $55.9M
- Active participants
- 196
- With balances
- 240
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $62,377 |
| First National Trust Company | Investment advisory (plan), Consulting fees | $57,457 |