Lyons & Company, Inc. Multiple Employer Plan
Sponsored by Lyons & Company, Inc. · EIN 204033514 · Plan #001
- Total assets
- $79.9M
- Net assets
- $79.9M
- Active participants
- 2,794
- With balances
- 2,487
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 |
|---|---|---|
| Mcdonald Financial Services, Llc CRD 282899 | deterministic · 100% | 2024 |
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $489,376 |
| Mcdonald Financial Services, Llc | Investment advisory (plan), Direct payment from the plan | $113,505 |
| Lyons & Company, Inc. | Plan administrator, Direct payment from the plan | $113,427 |
| Slavic Mutual Fund Managment Corp | Investment management, Investment management fees (direct) | $108,317 |