Lee Construction Group 401(k) Retirement Plan
Sponsored by Lee Construction Group, Inc. · EIN 541844649 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 169
- With balances
- 107
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 |
|---|---|---|
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $18,605 |
| Creative Retirement Systems, Inc | Plan administrator, Direct payment from the plan, Recordkeeping fees | $6,478 |
| Northwestern Mutual Investment Svcs | Investment advisory (participants), Investment advisory (plan), Other commissions | $0 |