Lipsitz Industries Employees Profit Sharing Plan And Trust
Sponsored by M. Lipsitz & Co., Ltd. · EIN 741474940 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 234
- With balances
- 249
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Na Na | Accounting | $6,000 |
| World Investment Advisors Llc | Investment advisory (plan) | $5,444 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,405 |