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

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST	NEW WINDSOR, NY	Advisor / Consultant	112	$24.8M	$41K	$0
LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST	NEW WINDSOR, NY	Advisor / Consultant