Tobin Lucks, Llp 401(k) Profit Sharing Plan
Sponsored by Tobin Lucks, Llp · EIN 431983451 · Plan #006
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 137
- With balances
- 212
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 |
|---|---|---|
| Oppenheimer & Co. Inc. CRD 249 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oppenheimer & Co Inc. | Investment advisory (participants) | $0 |