Lippe Taylor, Llc 401(k) Plan
Sponsored by Lippe Taylor, Llc · EIN 133517421 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 152
- With balances
- 195
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Usi Consulting Group | Account maintenance fees | $28,564 |