Lomar Machine & Tool Co. Savings Plan
Sponsored by Lomar Machine & Tool Co. · EIN 382216849 · Plan #003
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 91
- With balances
- 102
Plan year beginning 10/01/2024 · 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 |
|---|---|---|
| Wiley Bros. Aintree Capital, Llc | Investment advisory (plan) | $36,000 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $17,596 |
| Maner Costerisan & Ellis Pc Dba Man | Accounting | $11,475 |