Lomont Molding, Llc 401(k) Savings Plan
Sponsored by Lomont Molding, Llc · EIN 471306587 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 120
- With balances
- 116
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 |
|---|---|---|
| Beacon Capital, Llc CRD 286316 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Beacon Capital, Llc | Investment advisory (plan) | $20,432 |
| Qualified Plan Consultants | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,022 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $4,823 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,174 |