AUMdb

The Lanier Law Firm, P.C. 401(k) Plan

Sponsored by The Lanier Law Firm, P.C. · EIN 760515650 · Plan #001

Total assets
$32.6M
Net assets
$32.6M
Active participants
187
With balances
221

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $7,488
Cwm, Llc Other fees $0
July Business Services Inc. Other services $0