Lutgert Companies Retirement Plan
Sponsored by The Scottsdale Company · EIN 362495903 · Plan #002
- Total assets
- $16.4M
- Net assets
- $16.3M
- Active participants
- 104
- With balances
- 106
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,437 |