Lipseys, L.L.C. 401 K Plan
Sponsored by Lipseys, L.L.C. · EIN 720803154 · Plan #001
- Total assets
- $29.1M
- Net assets
- $29.1M
- Active participants
- 157
- With balances
- 159
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 |
|---|---|---|
| Stratos Wealth Partners, Ltd CRD 153184 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stratos Wealth Partners, Ltd | Investment advisory (plan) | $25,537 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $2,949 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $975 |