Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan
Sponsored by Robert L. Lipton Inc. · EIN 650131357 · Plan #001 · Oakland Park, FL
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 107
- With balances
- 126
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Farmers Dba National Associates | Contract administrator | $63,490 |
| Empower Advisory Group, Llc | Investment management | $752 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |