Michael Mack signed L&M Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
L&M Services, Inc.'s EIN is 91-1294894.
Download the official 2024 Form 5500 (PDF) for L&M Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L&M Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | — | KIRKLAND, WA | INVESTMENT ADVISOR | $38K | — |
| BRINKER CAPITAL INVESTMENTS, LLC | 32-0070947 | BERWYN, PA | INVESTMENT MANAGER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-3038464 |
| — |
| CONTRACT ADMINISTRATOR |
| $23K |
| — |
