Lee & Mason Financial Services, Inc. 401(k) Plan
Sponsored by Lee & Mason Financial Services, Inc · EIN 141722170 · Plan #002
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 167
- With balances
- 191
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 |
|---|---|---|
| Weaver Capital Management, Llc CRD 135037 | deterministic · 100% | 2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Llc | Investment advisory (plan) | $10,991 |
| Nbt Bancorp, N.A. | Trustee (institutional) | $10,957 |
| Weaver Capital Management Llc | Investment advisory (plan) | $5,234 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $87 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $0 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |