The Lisinski Law Firm 401(k) Plan
Sponsored by The Lisinski Law Firm · EIN 851367217 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 255
- With balances
- 342
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 |
|---|---|---|
| Anderson Financial Strategies, Llc CRD 290343 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Anderson Financial Strategies | Investment advisory (plan), Direct payment from the plan | $6,417 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $4,349 |