Lyon Gear & Machine, Inc. Profit Sharing Plan And Trust
Sponsored by Lyon Gear & Machine, Inc. · EIN 381629516 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 111
- With balances
- 112
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 |
|---|---|---|
| Capital Advisory Group, Inc. CRD 114539 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Advisory Group, Llc | Investment advisory (participants) | $19,247 |
| Great Lakes Pension Associates, Inc | Claims processing, Participant loan processing, Consulting fees | $2,875 |
| John Hancock Life Insurance Co. | Recordkeeping, Investment management, Shareholder servicing fees | $1,601 |