AUMdb

Lanphere Enterprises, Inc. 401(k) Retirement Plan And Trust

Sponsored by Lanphere Enterprises, Inc. · EIN 930521795 · Plan #001

Total assets
$23.6M
Net assets
$23.6M
Active participants
343
With balances
478

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

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 $51,213
Cambridge Investment Research Investment advisory (plan) $43,585