LUTZ AND
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
13
Active participants
2,594
Total plan assets
$573.1M
Filings (rows)
13
Direct comp
$273K
Indirect comp
$0
Aggregating 4 name variants under "LUTZ AND"
SERVICES PROVIDED
Other7
Accountant / Auditor6
Top plans served
All 13 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FBL FINANCIAL GROUP, INC. FBL FINANCIAL GROUP RETIREMENT PLAN | WEST DES MOINES, IA | Accountant / Auditor ACCOUNTANT | 496 | $253.6M | $24K |
| TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY THE MORGAN LIBRARY AND MUSEUM 403(B) DC PLAN | NEW YORK, NY | Other | 120 | $59.0M | $25K |
| FATHER FLANAGAN'S BOYS' HOME PENSION PLAN AND EMPLOYEES' TRUST OF FATHER FLANAGAN'S BOYS' HOME | BOYS TOWN, NE | Other | 11 | $56.5M | $18K |
| TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY THE MORGAN LIBRARY AND MUSEUM 403(B) DC PLAN | NEW YORK, NY | Other | 99 | $53.3M | $13K |
| IOWA FARM BUREAU FEDERATION FARM BUREAU RETIREMENT PLAN | WEST DES MOINES, IA | Accountant / Auditor ACCOUNTANT | 128 | $49.6M | $17K |
| TRUSTEES AND TREASURER OF PIERPONT MORGAN LIBRARY THE MORGAN LIBRARY AND MUSEUM 403(B) DC PLAN | NEW YORK, NY | Other | 113 | $46.5M | $22K |
| KANDJI, INC. KANDJI 401(K) PLAN | CORAL GABLES, FL | Accountant / Auditor AUDITOR | 202 | $20.1M | $5K |
| BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 WELFARE FUND PLUMBERS LOCAL UNION NO. 16 WELFARE FUND | OMAHA, NE | Other NONE | 447 | $8.6M | $42K |
| MULHALLS NURSERY, INC. MULHALL'S NURSERY, INC. 401(K) PLAN | OMAHA, NE | Accountant / Auditor ACCOUNTING | 131 | $7.2M | $13K |
| BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 WELFARE FUND PLUMBERS LOCAL UNION NO. 16 WELFARE FUND | OMAHA, NE | Other NONE | 358 | $6.6M | $25K |
| BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 WELFARE FUND PLUMBERS LOCAL UNION NO. 16 WELFARE FUND | OMAHA, NE | Other NONE | 352 | $6.2M | $36K |
| MULHALLS NURSERY, INC. MULHALL'S NURSERY, INC. 401(K) PLAN | OMAHA, NE | Accountant / Auditor ACCOUNTANT | 137 | $5.9M | $11K |
| INSPRO, INC INSPRO, INC. PROFIT SHARING PLAN AND TRUST | FREMONT, NE | Accountant / Auditor ACCOUNTANT | 0 | $0 | $22K |