Lewis Watkins Farmer Agency, Inc. 401(k) Plan
Sponsored by Lewis Watkins Farmer Agency, Inc. · EIN 742320159 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 158
- With balances
- 173
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 |
|---|---|---|
| Richard P. Slaughter Associates, Inc. CRD 109080 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $21,829 |
| Richard P. Slaughter Associates Inc | Investment advisory (participants), Investment advisory (plan) | $21,800 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |