AUMdb

Liskow And Lewis Retirement Plan And Trust

Sponsored by Liskow And Lewis, Aplc · EIN 721134245 · Plan #005

Total assets
$160M
Net assets
$160M
Active participants
193
With balances
247

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
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $29,001