Lipman Brothers Llc Savings Plan
Sponsored by Lipman Brothers Llc · EIN 620759627 · Plan #001
- Total assets
- $34.3M
- Net assets
- $34.3M
- Active participants
- 452
- With balances
- 565
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (participants) | $79,388 |
| John Hancock | Recordkeeping | $3,514 |
| Access Retirement Services | Recordkeeping | $0 |
| John Hancock | Recordkeeping, Investment management, Shareholder servicing fees | $0 |