AUMdb

L.N. Curtis & Sons 401(k) Retirement Plan

Sponsored by L.N. Curtis & Sons · EIN 941214350 · Plan #002

Total assets
$12.1M
Net assets
$12.1M
Active participants
296
With balances
153

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
Cbiz Investment Advisory Consulting (general), Consulting fees $0