Lacarte Enterprises Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Lacarte Enterprises Inc · EIN 251220457 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 161
- With balances
- 140
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 |
|---|---|---|
| Db Root & Company Llc | Investment advisory (plan) | $16,716 |
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $10,336 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $6,123 |