Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Lawley Retirement Advisors, LLC
Lawley Retirement Advisors, LLC
- Service provider, as named on Schedule C
- EIN 274034238
- Plan year 2024
- Direct compensation reported $458,555
Assets of those plans
$590,138,234
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$458,555
80% 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) | 19 |
| 50 | Direct payment from the plan | 9 |
| 99 | Other fees | 8 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Mcguire Group 401(k) Plan | Mcguire Group | $58,323,894 | 1,517 | $35,000 |
| IMA Life North America, Inc. 401(k) Retirement Plan | IMA Life North America | $54,705,166 | 220 | $40,000 |
| Dent Neurologic Group 401(k) Plan | Dent Neurologic Group | $52,178,286 | 657 | $25,000 |
| G&C Foods/palmer Food Service - 401(k) Retirement Plan | Palmer Fish | $40,891,027 | 969 | $35,000 |
| Unilock Retirement Plan and Trust (chicago) | Unilock Chicago | $38,734,714 | 226 | $19,361 |
| Feldmeier Equipment, Inc. 401(k) Plan | Feldmeier Equipment | $34,522,563 | 442 | $40,000 |
| Hazmat Environmental/kenworth Northeast 401(k) Plan | Hazmat Environmental Group | $33,117,677 | 375 | $25,000 |
| Bestself Behavioral Health 401(k) Plan | Bestself Behavioral Health | $32,402,666 | 1,299 | $29,976 |
| F.G. Downing Development, Inc. 401(k) Plan | F.G. Downing Development | $31,307,198 | 268 | $0 |
| Buffalo Games, LLC. 401(k) Plan | Buffalo Games | $25,975,147 | 335 | $13,250 |
| Diamond Paper Box Company, Inc. Section 401(k) Plan | Diamond Packaging | $25,159,453 | 295 | $0 |
| Unilock Retirement Plan and Trust (new York) | Unilock New York | $23,556,389 | 130 | $11,136 |
| Dival Safety Equipment, Inc. 401(k) Plan | Dival Safety Equipment | $23,352,224 | 345 | $35,000 |
| Chapin International Inc. 401(k) Planrecordkeeper | Chapin International | $20,876,531 | 361 | $36,960 |
| Taylor Devices, Inc. 401(k) Plan | Taylor Devices | $18,551,466 | 165 | $30,000 |
| Kee Safety, Inc. Retirement Plan | Kee Safety | $18,337,797 | 308 | $10,000 |
| Hanes Supply, Inc. 401(k) Planrecordkeeper | Hanes Supply | $17,651,897 | 167 | $20,005 |
| Campus Construction Management Group Inc. 401(k) Plan | Campus Construction Management Group | $11,398,384 | 144 | $0 |
| Unicell Body Company, Inc. Profit Sharing/401(k) Savings and Retirement | Unicell Body | $7,293,249 | 157 | $14,922 |
| Monofrax LLC, Union 401(k) Plan | Monofrax | $6,532,226 | 113 | $5,992 |
| Costanzo's Bakery, LLC 401(k) Plan | Costanzo's Bakery | $6,384,931 | 129 | $15,165 |
| Chapin International Inc. Union 401(k) Profit Sharing Planrecordkeeper | Chapin International | $4,393,819 | 102 | $8,393 |
| Maco BAG Corporation Retirement Savings Plan | Maco BAG | $2,709,637 | 75 | $0 |
| Finger Lakes Premier Properties 401(k) Plan | Finger Lakes Premier Properties | $1,781,893 | 68 | $8,395 |
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.