AUMdb

Lawrence Equipment 401(k) Retirement Plan

Sponsored by Lawrence Equipment, Inc. · EIN 953731402 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
359
With balances
237

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $17,412
Hoffman Short Rubin Dewinter Sander Accounting $12,000
Morningstar Inc Dba Morningstar Ass Other fees $3,390
Empower Annuity Insurance Company O Recordkeeping fees $0