Planning Directions

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

Active participants

232

Total plan assets

$46.0M

Filings (rows)

Direct comp

$106K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LBM Advantage Inc. LBM Advantage Inc. 401(k) Profit Sharing Plan & Trust · all filings	NEW WINDSOR, NY	Advisor / Consultant	112	$24.8M	$41K	$0
LBM Advantage Inc. LBM Advantage Inc. 401(k) Profit Sharing Plan & Trust · all filings	NEW WINDSOR, NY	Advisor / Consultant	120	$21.2M	$65K	$0