1 St Lake Properties, Inc Retirement Plan
Sponsored by 1 St Lake Properties, Inc. · EIN 721142677 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 259
- With balances
- 177
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 |
|---|---|---|
| Bank Of America Na | Investment advisory (plan) | $24,698 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $23,694 |
| The Haslauer Group Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,133 |
| Transamerica Trust Company | Trustee (institutional) | $167 |