The Lampo Group, Llc 401(k) Plan
Sponsored by The Lampo Group, Llc · EIN 621593846 · Plan #001
- Total assets
- $91.9M
- Net assets
- $91.9M
- Active participants
- 1,009
- With balances
- 941
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 |
|---|---|---|
| Sagespring Wealth Partners CRD 283515 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sagespring Wealth Partners Llc | Investment advisory (plan) | $143,304 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $6,768 |
| Carr, Riggs & Ingram, Llc | Accounting | $2,500 |