AUMdb

Leech Tishman Fuscaldo & Lampl, Llc 401(k) Profit Sharing Plan

Sponsored by Leech Tishman Fuscaldo & Lampl, Llc · EIN 251739882 · Plan #001

Total assets
$47.7M
Net assets
$47.7M
Active participants
240
With balances
274

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Investment advisory (participants) $24,000
The Vanguard Group Recordkeeping fees $15,287
Dunbar, Bender & Zapf, Inc. Accounting, Contract administrator $750