Lantis Enterprises, Inc. 401(k) Plan
Sponsored by Lantis Enterprises, Inc. · EIN 470615920 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 273
- With balances
- 132
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 |
|---|---|---|
| Wealthplan Partners, Llc CRD 305026 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthplan Partners Inc | Investment advisory (participants) | $19,885 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,484 |