Lerner David Retirement Plan
Sponsored by Lerner David Llp · EIN 222269956 · Plan #001
- Total assets
- $62.1M
- Net assets
- $62.1M
- Active participants
- 104
- With balances
- 161
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $18,405 |
| Morningstar | Investment advisory (plan) | $0 |
| Voya Retirement Ins And Annuity Co | Recordkeeping fees | $0 |