Lochmueller Group, Inc. 401(k) Savings Plan
Sponsored by Lochmueller Group, Inc. · EIN 351455938 · Plan #001
- Total assets
- $48.9M
- Net assets
- $48.9M
- Active participants
- 410
- With balances
- 452
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 | Recordkeeping, Copying and duplicating, Participant loan processing | $50,980 |
| German American Financial & Trust | Investment advisory (plan), Direct payment from the plan | $38,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |