AUMdb

E.A. Langenfeld Associates, Ltd. 401(k) Savings Plan

Sponsored by E.A. Langenfeld Associates · EIN 363060364 · Plan #001

Total assets
$20.0M
Net assets
$20.0M
Active participants
210
With balances
330

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $38,546
Wipfli Cpas And Consultants Accounting $19,500
Jp Morgan Securities Llc Investment advisory (plan) $17,826