Lyon, Llc 401(k) Retirement Plan
Sponsored by Lyon, Llc · EIN 364759807 · Plan #003
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 280
- With balances
- 281
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $45,047 |
| Sageview Advisory Group, Llc | Consulting (general), Insurance brokerage commissions | $30,000 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |