Valued Employee Retirement Savings Plan
Sponsored by Lac Acquisition, Llc · EIN 832007393 · Plan #002
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 1,697
- With balances
- 422
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan) | $63,586 |
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $28,274 |