AUMdb

David J. Frank Landscape Contracting, Inc. Retirement Plan

Sponsored by David J. Frank Landscape Contracting, Inc. · EIN 391206455 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
212
With balances
251

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
Beacon Pointe Investment Advisory Investment advisory (plan), Consulting fees $31,395
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $22,416
Mvp Plan Administrators, Inc. Contract administrator, Recordkeeping, Consulting (general) $8,078