Lavelle Industries, Inc. Profit Sharing And 401(k) Savings Plan
Sponsored by Lavelle Industries, Inc. · EIN 363566803 · Plan #001
- Total assets
- $47.2M
- Net assets
- $47.2M
- Active participants
- 372
- With balances
- 474
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 |
|---|---|---|
| Mariner Institutional, Llc CRD 111964 | fuzzy_auto · 98% | 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 | $83,601 |
| Mariner Institutional, L | Investment advisory (plan), Direct payment from the plan | $16,500 |