R.P. Lumber & Plummer Companies 401(k) Plan
Sponsored by R.P. Lumber Co., Inc. · EIN 371056629 · Plan #001
- Total assets
- $34.6M
- Net assets
- $34.6M
- Active participants
- 939
- With balances
- 923
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pension Consultants Inc CRD 113914 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $81,170 |
| Pension Consultants, Inc. | Investment advisory (plan) | $40,000 |
| Scheffel Boyle | Accounting | $24,400 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,854 |