Milan Holdings Retirement Plan
Sponsored by Milan Laser Holdings Llc · EIN 364946885 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 1,810
- With balances
- 1,342
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 |
|---|---|---|
| Lutz Financial Services, Llc CRD 117273 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $105,044 |
| Lutz Financial Services Llc | Investment advisory (plan) | $48,995 |