Lymi Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Lymi Inc · EIN 352467049 · Plan #001
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 849
- With balances
- 1,143
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $41,374 |
| Concurrent Investment Advisors Llc | Investment advisory (participants) | $27,053 |