Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › Lawley Retirement Advisors LLC
Lawley Retirement Advisors LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $237,325
Assets of those plans
$301,123,789
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$237,325
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 2 |
| 72 | Other investment fees and expenses | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| General Physician, P.C. 401(k) Plan | General Physician | $69,093,569 | 1,656 | $20,000 |
| Basil Family Dealerships 401(k) Plan | Basil Management Group | $51,250,873 | 482 | $34,740 |
| Great Lakes Physicians, P.C. 401(k) Plan | Great Lakes Physicians | $47,920,078 | 208 | $17,147 |
| Great Lakes Medical Imaging, LLC Profit Sharing 401(k) Plan | Great Lakes Medical Imaging | $34,037,047 | 200 | $40,174 |
| Medical Health Associates of Western New York, PLLC 401(k) and Profit Sharing Plan | Medical Health Associates of Western New York | $29,115,887 | 260 | $22,672 |
| Maxim Management Services LLC 401(k) PSP | Maxim Management Services | $26,201,862 | 254 | $9,353 |
| Buffalo Hearing & Speech Center, Inc. 401(k) Plan | Buffalo Hearing & Speech Center | $18,294,478 | 404 | $25,000 |
| Sonwil Distribution Center Profit Sharing Retirement Plan | Sonwil Distribution Center | $16,683,529 | 446 | $29,997 |
| Mercy Flight, Inc. 401(k) Plan | Mercy Flight | $8,526,466 | 293 | $12,000 |
| C. Basil Ford 401(k) Plan | C. Basil Ford | $0 | 0 | $26,242 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.