Laird Noller Ford Retirement Plan
Sponsored by Laird Noller Ford, Inc. · EIN 480668109 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 392
- With balances
- 144
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 |
|---|---|---|
| Prism Financial Group, Llc CRD 108210 | deterministic · 100% | 2024 |
| Allworth Financial, L.P. CRD 111167 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prism Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $20,605 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $19,151 |
| Allworth Financial | Investment advisory (plan), Direct payment from the plan | $7,152 |