Serena & Lily, Inc. 401(k) Plan
Sponsored by Serena & Lily, Inc. · EIN 205856840 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 457
- With balances
- 479
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 |
|---|---|---|
| Portico Wealth Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $26,510 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $12,753 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |