AUMdb

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan

Sponsored by Lacks Valley Stores, Ltd. · EIN 742730084 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
205
With balances
318

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
Burton Mccumber & Longoria Accounting $83,522
Alliance Benefit Group Of Houston Recordkeeping fees $67,617
Stifel Nicolaus And Company Investment management $45,864