David Lerner Associates, Inc. 401 K Plan
Sponsored by David Lerner Associates, Inc. · EIN 112374466 · Plan #001
- Total assets
- $59.1M
- Net assets
- $59.1M
- Active participants
- 163
- With balances
- 150
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Citrin Cooperman & Company Llp | Direct payment from the plan, Accounting | $23,730 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $20,610 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |