Lloyd Pest Control Company Profit Sharing Plan
Sponsored by Lloyd Pest Control Company · EIN 951896185 · Plan #002
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 247
- With balances
- 364
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alphacore Capital Llc CRD 174346 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Evercore Wealth Management, Llc CRD 148399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alphacore Capital Llc | Investment management | $37,828 |
| Corient Private Wealth, Llc | Investment management | $32,698 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $9,644 |
| Evercore Wealth Management Llc | Investment management | $7,027 |
| Us Bank Institutional Trust & Cust | Trustee (institutional) | $0 |