Luck Brothers, Inc. Profit Sharing/401(k) Plan
Sponsored by Luck Brothers, Inc. · EIN 141509121 · Plan #002
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 115
- With balances
- 181
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mml Investors Services Llc | Investment advisory (plan) | $61,009 |
| Teal Becker & Chiaramonte, Cpas Pc | Contract administrator | $23,651 |
| Empower Life & Annuity Ins Co Of Ny | Recordkeeping fees | $8,503 |
| Empower Advisory Group Llc | Investment management | $539 |