Lechase Companies 401(k) Salary Savings Trust
Sponsored by Lechase Construction Services, Llc · EIN 161512277 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 547
- With balances
- 674
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 |
|---|---|---|
| Cooper/Haims Advisors, Llc CRD 124122 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Contract administrator, Recordkeeping, Trustee (discretionary) | $125,795 |
| Cooper Haims Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $92,305 |