Laeg 401(k) Plan
Sponsored by Leona Arizona Employment Group, Inc · EIN 861011928 · Plan #001
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 730
- With balances
- 424
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $40,997 |
| Sageview Advisory Group Llc | Investment advisory (plan), Direct payment from the plan | $37,045 |
| Baker Tilly Us Llp | Accounting, Direct payment from the plan | $20,800 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |