Lavitt Group, Inc. 401(k) Plan
Sponsored by Lavitt Group, Inc. · EIN 863159249 · Plan #002
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 70
- With balances
- 130
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $25,807 |
| Capfinancial Partners Llc | Investment advisory (plan) | $22,036 |
| Pkf O'connor Davies Llp | Other fees | $10,950 |
| Littler Mendelson, P.C. | Legal | $6,380 |
| The Paragon Alliance Group, Llc | Contract administrator | $600 |