Lb&B Associates Inc. Retirement Plan
Sponsored by Lb&B Associates Inc. · EIN 561768228 · Plan #004
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 386
- With balances
- 324
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) | $60,582 |
| Nwps | Recordkeeping fees, Sub-transfer agency fees, Participant loan processing | $6,335 |
| John Hancock Life Insurance Company | Recordkeeping, Float revenue, Soft dollars commissions | $4,094 |