Lucas Tree 401(k) Plan
Sponsored by John Lucas Tree Expert Co. · EIN 010110890 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 313
- With balances
- 214
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Other commissions | $46,838 |
| Baker Newman & Noyes Llc | Accounting | $12,000 |
| Hub International New England | Contract administrator | $10,720 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |