AUMdb

Laughlin, Falbo, Levy & Moresi, Llp 401(k) Plan

Sponsored by Laughlin, Falbo, Levy & Moresi, Llp · EIN 942950919 · Plan #001

Total assets
$29.4M
Net assets
$29.4M
Active participants
205
With balances
280

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Marcum Llp Investment advisory (participants) $37,440
Voya Retirement Advisors, Llc Investment advisory (participants) $10,271
Nfp Retirement Inc Other fees $0