AUMdb

Lek Consulting Boston 401(k) Plan

Sponsored by Lek Consulting Llc · EIN 043313799 · Plan #002

Total assets
$69.5M
Net assets
$69.5M
Active participants
302
With balances
650

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 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 $26,124
Strategic Advisors, Inc. Investment advisory (plan) $7,406