Lewis Communications, Inc. 401(k) Profit Sharing Plan
Sponsored by Lewis Communications, Inc. · EIN 630326789 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 84
- With balances
- 120
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $32,698 |
| Ceresa M. Frenkel, P.C | Recordkeeping, Consulting (pension), Direct payment from the plan | $7,000 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |