J.P. Lamborn Co. 401(k) Profit Sharing Plan
Sponsored by Jp Lamborn Co., Inc · EIN 770035994 · Plan #002
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 176
- With balances
- 195
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 |
|---|---|---|
| Pinion Investment Advisors, Llc CRD 114556 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinion Wealth Management, Llc | Investment advisory (participants) | $29,667 |
| Roush Investments, Llc | Consulting (general), Investment management | $27,044 |
| Aps Pentegra | Plan administrator, Consulting (general), Investment advisory (plan) | $14,382 |
| Proaccount | Investment advisory (participants) | $12,056 |
| Pentegra Services Inc | Plan administrator, Consulting (general), Investment advisory (plan) | $5,151 |
| Nationwide Life Insurance Company | Contract administrator, Plan administrator, Recordkeeping | $1,030 |