AUMdb

Lyon Management Group, Inc. 401(k) Plan

Sponsored by Lyon Management Group, Inc. · EIN 330560238 · Plan #001

Total assets
$21.1M
Net assets
$21.0M
Active participants
314
With balances
421

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $69,096
Investment advisory (participants) $50,673
Lucas, Horsfall, Murphy & Pindroh Accounting $17,000