Lakeland Financial Corporation 401(k) Plan
Sponsored by Lakeland Financial Corporation · EIN 351559596 · Plan #004
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 684
- With balances
- 791
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,612 |