Lafpi Profit Sharing Plan
Sponsored by L.A. Fuess Partners, Inc. · EIN 751676101 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 124
- With balances
- 143
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $37,429 |
| Osaic Wealth Inc. | Investment advisory (plan), Direct payment from the plan | $9,000 |
| Newport Group Consulting | Investment management, Direct payment from the plan | $7,735 |