Lane & Associates, Inc. 401(k) Plan
Sponsored by Lane & Associates, Inc. · EIN 561829452 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.6M
- Active participants
- 702
- With balances
- 855
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $83,868 |
| Morgan Stanley Smith Barney Llc | Accounting, Direct payment from the plan | $56,896 |
| First National Trust Company | Investment advisory (plan), Consulting fees | $12,303 |