Lewco, Inc. 401 K Plan
Sponsored by Lewco, Inc · EIN 341006008 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 509
- With balances
- 547
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 |
|---|---|---|
| Fourth Dimension Wealth, Llc CRD 306703 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | 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 |
|---|---|---|
| Fourth Dimension Wealth Llc | Investment advisory (plan) | $43,436 |
| Empower Annuity Insurance Company | Recordkeeping fees | $30,240 |
| Trinity Pension Consultants Inc | Contract administrator | $22,027 |
| Lpl Financial | Investment advisory (plan) | $6,821 |
| Empower Advisory Group, Llc | Investment management | $965 |