The Lewis Bear Company Profit Sharing/401(k) Plan
Sponsored by The Lewis Bear Company · EIN 590331980 · Plan #003
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 258
- With balances
- 302
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Warren Averett, Llc | Consulting fees | $17,650 |
| Global Retirement Partners Llc | Consulting fees | $4,962 |
| Wellth Advisoryservices Llc | Consulting fees | $4,927 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $3,825 |