Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan
Sponsored by Lbmc, Pc · EIN 621199757 · Plan #001
- Total assets
- $85.7M
- Net assets
- $85.7M
- Active participants
- 593
- With balances
- 757
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 |
|---|---|---|
| Retirement Plans, Inc. CRD 286214 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Retirement Plan Company, Llc | Recordkeeping, Investment advisory (plan) | $109,526 |
| Fidelity Personal Trust Company | Custodial (securities) | $22,404 |