AUMdb

Lantech 401(k) Savings Plan

Sponsored by Lantech.Com, Llc · EIN 010756775 · Plan #001

Total assets
$62.8M
Net assets
$62.8M
Active participants
529
With balances
417

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
Stegner Investment Associates Inc CRD 107480 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $66,025
Stegner Investment Associates, Inc. Investment advisory (participants), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0