Lockard & Wechsler Llc 401(k) Profit Sharing Plan
Sponsored by Lockard & Wechsler Llc · EIN 812152585 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 103
- With balances
- 136
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 |
|---|---|---|
| Navis Wealth Advisors Llc CRD 311171 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Navis Wealth Advisors Llc | Investment advisory (plan) | $25,237 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $12,864 |