Lb&B Associates Inc. 401(k) Plan
Sponsored by Lb&B Associates Inc. · EIN 561768228 · Plan #003
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 396
- With balances
- 276
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $48,950 |
| Nwps | Recordkeeping fees, Participant loan processing, Direct payment from the plan | $5,704 |
| John Hancock Life Insurance Company | Recordkeeping, Float revenue, Soft dollars commissions | $3,930 |