The Ben Lewis Plumbing Profit Sharing Retirement Plan
Sponsored by Ben Lewis Plumbing · EIN 520915291 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 113
- With balances
- 285
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan | $12,532 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Participant communication, Consulting (pension) | $11,069 |