Lyons Magnus Employees' Retirement Savings Plan
Sponsored by Lyons Magnus, Llc · EIN 822966358 · Plan #004
- Total assets
- $54.0M
- Net assets
- $54.0M
- Active participants
- 898
- With balances
- 1,033
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $205,176 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $40,000 |
| Empower Advisory Group, Llc | Investment management | $4,821 |
| Carlson, Quinn & Associates | Contract administrator | $0 |