Leonard Aluminum Utility Bldgs Llc, Ret Plan
Sponsored by Leonard Aluminum Utility Bldgs · EIN 581080422 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 783
- With balances
- 603
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 |
|---|---|---|
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Direct payment from the plan, Float revenue, Participant loan processing | $84,751 |
| Patriot Financial Group | Investment advisory (plan), Direct payment from the plan | $24,496 |