Lehman Roberts/Memphis Stone & Gravel 401(k) Retirement Plan
Sponsored by Lehman Roberts Company · EIN 610322960 · Plan #002 · Memphis, TN
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 488
- With balances
- 525
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mml Investor Services Llc | Investment advisory (plan) | $27,500 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $22,327 |