Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 25 in 2023
Providers › Lion Street Advisors LLC
Lion Street Advisors LLC
- Service provider, as named on Schedule C
- EIN 800946231
- Plan year 2024
- Direct compensation reported $846,918
Assets of those plans
$927,888,630
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$846,918
96% 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 | 7 |
| 51 | Investment management fees paid directly by plan | 6 |
| 26 | Investment advisory (participants) | 4 |
| 99 | Other fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bowman Consulting Group, Ltd. Retirement Plan | Bowman Consulting Group | $164,704,587 | 2,493 | $60,000 |
| Monterey Bay Aquarium Research Institute 403(b) Plan | Monterey Bay Aquarium Research Institute | $126,567,159 | 308 | $35,000 |
| Customink, LLC 401(k) Savings Plan | Customink | $84,319,137 | 1,490 | $44,000 |
| Staff Leasing Retirement Savings Plan | Staff Leasing | $70,175,583 | 1,196 | $0 |
| Leader Bank 401(k) Plan | Leader Bank | $62,572,448 | 407 | $24,745 |
| Cambridge Isotope Laboratories, Inc. 401(k) Plan & Trust | Cambridge Isotope Laboratories | $62,260,904 | 420 | $50,000 |
| Boston IVF 401(k) Plan | Boston IVF | $44,526,662 | 684 | $50,000 |
| Marshalltown Company 401(k) Savings Plan | Marshalltown | $37,140,713 | 661 | $64,292 |
| Austin Hardware & Supply, Inc. 401(k) Profit Sharing Plan | Austin Hardware & Supply | $35,845,638 | 177 | $56,213 |
| Atlantic Coast Mortgage, LLC 401(k) Plan | Atlantic Coast Mortgage | $33,652,977 | 338 | $44,000 |
| Rand Construction Corporation 401(k) Retirement Planrecordkeeper | Rand Construction | $27,024,957 | 434 | $43,906 |
| Robert Charles Lesser & Co., LLC Cash OR Deferred Profit Sharing Plan and Trust | RCLCO Fund Advisors | $25,571,530 | 137 | $40,251 |
| Purple Strategies 401(k) Retirement Plan | Purple Strategies | $20,064,095 | 239 | $35,056 |
| Titan Technologies, LLC 401(k) Retirement Plan | Titan Technologies | $19,405,364 | 474 | $39,301 |
| Epoch Senior Living 401(k) Plan | Epoch Senior Living | $19,191,383 | 1,539 | $40,000 |
| Vistra USA Inc., 401(k) Plan | Vistra USA | $19,141,901 | 269 | $42,430 |
| Stavis Seafoods, LLC Profit Sharing Plan & Trust | Stavis Seafoods | $15,969,068 | 204 | $12,500 |
| Retirement Harbor Pooled Employer Plan | Standard Retirement Services | $15,183,307 | 471 | $23,267 |
| Alec 401(k) Retirement Planrecordkeeper | Abbott Laboratories EES C/U | $13,742,541 | 108 | $24,782 |
| Ripple Effect Communications Retirement Savings Plan | Ripple Effect Communications | $7,615,651 | 138 | $13,271 |
| Tsymmetry 401(k))profit Sharing Plan and Trust | Tsymmetry | $7,149,533 | 117 | $18,292 |
| HMC Management Services, Inc. Retirement Plan | HMC Management Services | $6,364,023 | 725 | $23,012 |
| Riverdale Mills Corporation 401(k) Profit Sharing Plan | Riverdale Mills | $5,015,547 | 123 | $10,000 |
| Titan Technologies, LLC 401(k) Retirement Plan for SCA Employees | Titan Technologies | $4,683,922 | 424 | $10,111 |
| Uno Restaurant Corporation 401(k) Savings Plan | Uno Restaurant | $0 | 0 | $42,489 |
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.