Lea & Elliott, Inc. Employees' Profit Sharing 401 K Plan
Sponsored by Lea & Elliott, Inc. · EIN 752295172 · Plan #001
- Total assets
- $93.4M
- Net assets
- $93.4M
- Active participants
- 115
- With balances
- 160
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 | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$98,213 |