Leitner, Williams, Dooley & Napolitan, Pllc Retirement Savings Plan
Sponsored by Leitner, Williams, Dooley & Napolitan, Pllc · EIN 620520912 · Plan #001
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 49
- 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 · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $31,146 |
| Raymond James & Associates, Inc. | Investment advisory (participants), Investment management, Other investment fees and expenses | $22,281 |
| Acuff & Associates, Inc. | Recordkeeping | $6,888 |