Lula Westfield, L.L.C. Savings Plan
Sponsored by Lula Westfield, L.L.C. · EIN 721353056 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 127
- With balances
- 117
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Investment management, Shareholder servicing fees | $52,067 |
| Nationwide | Investment management, Shareholder servicing fees | $8,412 |
| Nationwide | Investment management, Shareholder servicing fees | $2,205 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,436 |
| Proaccount | Investment advisory (participants) | $625 |