Lake Forest Graduate School Of Management Retirement Savings Plan
Sponsored by Lake Forest Graduate School Of Management · EIN 237013253 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 142
- With balances
- 128
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Howard Simon And Associates | Recordkeeping fees, Direct payment from the plan | $21,374 |