Lone Rock Resources 401(k) And Profit Sharing Plan
Sponsored by Lone Rock Timber Management Llc · EIN 930376389 · Plan #002
- Total assets
- $36.2M
- Net assets
- $36.2M
- Active participants
- 487
- With balances
- 226
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $60,125 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |