Lerner Universal Corporation 401(k) Retirement Savings Plan
Sponsored by Lerner Publishing Group · EIN 410833899 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 100
- With balances
- 139
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant communication | $23,024 |
| Cbiz Cpas P.C. | Accounting, Actuarial, Direct payment from the plan | $11,235 |
| Oneamerica Inv Adv Services, Llc | Investment management, Investment management fees (direct) | $5,507 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |