AUMdb

Lee Lewis Construction 401(k) Plan

Sponsored by Lee Lewis Construction, Inc. · EIN 751680801 · Plan #001

Total assets
$14.8M
Net assets
$14.8M
Active participants
216
With balances
155

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $1,375
Cambridge Investment Research Other commissions $0