Lee Kennedy Co., Inc. 401(k) And Profit Sharing Plan
Sponsored by Lee Kennedy Co, Inc. · EIN 042635562 · Plan #002
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 108
- With balances
- 150
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $123,295 |
| Sbhu/Morgan Stanley Smith Barney Ll | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |