The Leavitt Group Profit Sharing And Retirement Savings Employee Stock Ownership Plan
Sponsored by Leavitt Group Enterprises, Inc. · EIN 880090855 · Plan #001
- Total assets
- $244M
- Net assets
- $244M
- Active participants
- 2,895
- With balances
- 4,646
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment Advisors L | Investment advisory (plan) | $392,174 |
| Empower Annuity Insurance Company | Recordkeeping fees | $215,068 |
| Reagan Consulting Inc | Other fees | $19,500 |
| Hinton Burdick, Pllc | Accounting | $16,100 |
| Durham Jones & Pinegar | Legal | $6,321 |