AUMdb

Lennar Corporation 401(k) Plan

Sponsored by Lennar Corporation · EIN 954337490 · Plan #002

Total assets
$1.6B
Net assets
$1.6B
Active participants
13,135
With balances
16,857

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $251,336
Capfinancial Partners Llc Investment advisory (plan) $128,872
Faegre Drinker Biddle & Reath Llp Legal $39,527
Miller Kaplan Arase Llp Accounting $37,000
Empower Financial Services, Inc. Securities brokerage, Other investment fees and expenses, Shareholder servicing fees $93