AUMdb

Lamberti Usa, Inc. Profit Sharing & Savings Plan

Sponsored by Lamberti Usa, Inc. · EIN 061593158 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
141
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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Alliance Benefit Group Of Houston Other services, Other fees $5,495
Voya Retirement Advisors, Llc Investment advisory (participants) $2,139
Voya Retirement Ins. & Annuity Recordkeeping fees $0