Leon Farmer & Company 401(k) Plan
Sponsored by Leon Farmer & Company · EIN 580539752 · Plan #001 · Athens, GA
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 206
- With balances
- 101
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 |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $35,331 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $17,329 |