Robert Charles Lesser & Co., Llc Cash Or Deferred Profit Sharing Plan And Trust
Sponsored by Robert Charles Lesser & Co., Llc · EIN 522334830 · Plan #002
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 99
- With balances
- 137
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 |
|---|---|---|
| Lion Street Advisors Llc | Investment advisory (plan), Investment management fees (direct) | $40,251 |
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $14,683 |