AUMdb

Lakeland Bus Lines, Inc. Retirement Plan And Trust

Sponsored by Lakeland Bus Lines, Inc. · EIN 222186420 · Plan #001

Total assets
$17.6M
Net assets
$17.6M
Active participants
36
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Investment advisory (plan) $172,947