Lisi Companies 401(k) Plan
Sponsored by Lisi Holding North America, Inc. · EIN 952891381 · Plan #005
- Total assets
- $143M
- Net assets
- $143M
- Active participants
- 1,870
- With balances
- 2,203
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $203,120 |
| Creative Planning Llc | Investment advisory (plan) | $131,142 |
| Servatius O'brien & Fong Llp | Other fees | $15,000 |