The L.C. Doane Company 401(k) Savings And Retirement Plan
Sponsored by L.C. Doane Company · EIN 060708453 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 103
- With balances
- 138
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 |
|---|---|---|
| Integrated Wealth Concepts Llc CRD 284656 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $40,085 |
| Wells Thomas, Llc | Contract administrator, Direct payment from the plan, Other services | $825 |
| Integrated Wealth Concepts Llc | Investment advisory (plan), Other fees | $0 |