Lee & Hayes 401(k) Plan
Sponsored by Lee & Hayes, P.C. · EIN 831253059 · Plan #002
- Total assets
- $28.2M
- Net assets
- $28.1M
- Active participants
- 132
- With balances
- 181
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 |
|---|---|---|
| Richards, Merrill & Peterson, Inc. CRD 713 | fuzzy_auto · 99% | 2024 |
| Coldstream Capital Management Inc CRD 108805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Richards Merrill & Peterson | Investment advisory (plan) | $52,364 |
| Empower | Recordkeeping fees | $20,235 |
| Coldstream Wealth Management | Investment advisory (participants) | $18,227 |
| Randall & Hurley | Contract administrator | $3,159 |
| Charles Schwab | Securities brokerage | $209 |