Leaderone Financial Corp. 401(k) Profit Sharing Plan
Sponsored by Leaderone Financial Corp. · EIN 481148159 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 594
- With balances
- 447
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 |
|---|---|---|
| Richey May & Co | Accounting | $10,400 |
| Sigma Financial Corp | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$26,187 |