Bassenian Lagoni 401(k) Profit Sharing Plan
Sponsored by Bassenian Lagoni · EIN 953398546 · Plan #002
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 70
- With balances
- 95
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $17,778 |
| Rbc Wealth Mgmt | Investment advisory (plan), Direct payment from the plan | $13,017 |
| Gruber & Lopez, Inc. | Accounting, Direct payment from the plan | $9,274 |