Lensing Wholesale, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Lensing Wholesale Inc. · EIN 350838284 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 135
- With balances
- 148
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Old National Wealth Management | Investment advisory (plan) | $25,256 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $16,517 |
| Harding, Shymanski And Company, Ps | Accounting | $12,911 |