Lewis Resource Management Llc 401(k) Plan
Sponsored by Lewis Resource Management, Llc · EIN 452935322 · Plan #001
- Total assets
- $43.4M
- Net assets
- $43.4M
- Active participants
- 586
- With balances
- 646
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $38,971 |
| Merrill Lynch Pierce Fenner & Smith | Sub-transfer agency fees, Recordkeeping, Consulting (pension) | $38,472 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $9 |
| Adp Broker Dealer | Other services, Other fees | $0 |