Lomanco, Inc. 401(k) Employee Retirement Plan & Trust
Sponsored by Lomanco, Inc. · EIN 410839410 · Plan #001
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 274
- With balances
- 305
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 | $73,194 |
| Gallagher Fiduciary Advisors, Llc | Consulting (general), Insurance brokerage commissions | $30,018 |
| First Horizon Advisors Inc | Consulting (general), Insurance brokerage commissions | $7,997 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $755 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |