Lynch 401(k) Retirement Plan
Sponsored by J.H. Lynch & Sons, Inc. · EIN 050279873 · Plan #002
- Total assets
- $40.1M
- Net assets
- $40.1M
- Active participants
- 93
- With balances
- 123
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $56,728 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $13,334 |