Replacements, Ltd. 401(k) Plan
Sponsored by Replacements, Ltd. · EIN 561313274 · Plan #001 · Mcleansville, NC
- Total assets
- $63.8M
- Net assets
- $63.8M
- Active participants
- 342
- With balances
- 407
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $74,575 |
| Creative Planning | Investment advisory (plan) | $35,000 |
| Smith Leonard Pllc | Other fees | $8,000 |