L & R Distributors, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by L & R Distributors, Inc. · EIN 111812912 · Plan #002
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 1,147
- With balances
- 1,636
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 |
|---|---|---|
| Hardy Reed, Llc CRD 141024 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $128,358 |
| Price Waterhouse Coopers Llp | Accounting, Direct payment from the plan | $29,895 |
| Hardy Reed Llc | Investment advisory (plan), Direct payment from the plan | $25,500 |
| Price Waterhouse Coopers Llc | Accounting, Direct payment from the plan | $13,105 |
| Lakisha Buckley | Other fees, Direct payment from the plan | $6,502 |