Leeds West Groups 401 K Retirement Plan
Sponsored by Leeds West Operating Group, Llc · EIN 873873457 · Plan #002
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 604
- With balances
- 257
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $14,456 |
| Strategic Wealth Advisors Group Llc | Other fees | $0 |
| Morningstar Investment Management | Investment advisory (plan) | $0 |
| Tpa Services, Inc. | Other services | $0 |