Lockhart Trust 401(k) Plan
Sponsored by Progressive Chevrolet Company · EIN 340472468 · Plan #001 · Massillon, OH
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 206
- With balances
- 211
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 |
|---|---|---|
| Pw Partners Llc | Accounting | $21,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,019 |