AUMdb

Lotspeich Co. Of Florida, Inc. 401(k) Profit Sharing Plan

Sponsored by Lotspeich Co. Of Florida, Inc. · EIN 591171393 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
150
With balances
142

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
Retirement Solutions Specialists Contract administrator $4,259
Wilshire Associates Inc (Usa) Investment advisory (participants) $4,235
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $2,358
Empower Annuity Insurance Company Recordkeeping fees $0