Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan
Sponsored by Mitchell Lewis & Staver Co. · EIN 930332159 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 176
- With balances
- 225
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 |
|---|---|---|
| Deschutes Investment Consulting, Llc CRD 155312 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $56,263 |
| Deschutes Investment Consulting | Investment advisory (plan), Consulting fees | $16,313 |