AUMdb

The Lakeland Group Retirement Savings Plan

Sponsored by Lakeland Tours, Llc · EIN 541902946 · Plan #001

Total assets
$91.0M
Net assets
$91.0M
Active participants
1,352
With balances
1,745

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $84,462
Comperio Retirement Consulting, In Consulting (general) $43,274