Frank Plan signed J. Smith Lanier & Co., a Marsh & McLennan Agency, LLC Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J. Smith Lanier & Co., a Marsh & McLennan Agency, LLC Company's EIN is 26-3237576.
Download the official 2023 Form 5500 (PDF) for J. Smith Lanier & Co., a Marsh & McLennan Agency, LLC Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)J. Smith Lanier & Co., a Marsh & McLennan Agency, LLC Company's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $375 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Indirect comp |
|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT LLC | — | BIRMINGHAM, AL | AUDITOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | CONSULTING | $300 | — |
