AUMdb

Lennon, Smith, Souleret Engineering, Inc. 401(k) Plan

Sponsored by Lennon, Smith, Souleret Engineering, Inc. · EIN 251496249 · Plan #002

Total assets
$12.7M
Net assets
$12.7M
Active participants
131
With balances
127

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
Hefren Tillotson Investment advisory (plan) $29,115
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees -$16,256