Leitner Poma Of America, Inc 401(k) Plan
Sponsored by Leitner Poma Of America, Inc · EIN 840840513 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 206
- With balances
- 231
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Great West Life & Annuity Insurance | Recordkeeping fees | $27,313 |
| Lpl Financial Llc | Investment advisory (plan) | $20,100 |
| Qualified Pension Services | Contract administrator | $8,305 |