AUMdb

Lamson Dugan & Murray Llp Retirement Savings Plan

Sponsored by Lamson Dugan & Murray Llp · EIN 470209590 · Plan #002

Total assets
$30.9M
Net assets
$30.9M
Active participants
106
With balances
134

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
Union Bank And Trust Recordkeeping $102,096
John Hancock Recordkeeping $8,298
Union Bank & Trust Investment advisory (plan) $6,250