AUMdb

Cypress 401(k) Plan

Sponsored by Lee Fp, Inc. Dba Cypress Living · EIN 650184989 · Plan #001

Total assets
$13.7M
Net assets
$13.6M
Active participants
547
With balances
677

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $50,444
Nfp Retirement Investment advisory (plan), Consulting fees $39,464