Lusardi 401(k) Plan
Sponsored by Lusardi Construction Co. · EIN 952159879 · Plan #006
- Total assets
- $44.9M
- Net assets
- $44.9M
- Active participants
- 185
- With balances
- 171
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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $79,488 |
| Hightower Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,056 |
| Cambridge Investment Research Inc | Other services, Other commissions, Other fees | $0 |