Cummings & Lockwood Employees 401(k) Savings Plan
Sponsored by Cummings & Lockwood Llc · EIN 060312590 · Plan #002
- Total assets
- $107M
- Net assets
- $107M
- Active participants
- 195
- With balances
- 262
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 |
|---|---|---|
| Cliftonlarsonallen Llp | Consulting fees | $22,786 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (direct), Investment management fees (indirect) | $21,452 |
| Cummings &Lockwood Llc | Consulting fees | $14,420 |