AUMdb

Laughlin, Falbo, Levy & Moresi, Llp Profit Sharing

Sponsored by Laughlin, Falbo, Levy & Moresi, Llp · EIN 942950919 · Plan #005

Total assets
$24.9M
Net assets
$24.9M
Active participants
181
With balances
135

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

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
Voya Retirement Insurance & Annuity Recordkeeping fees $57,701
Marcum Llp Recordkeeping fees $35,256
Nfp Retirement Inc Other fees $0