D.R. Johnson Lumber Company 401(k) Plan
Sponsored by D.R. Johnson Lumber Company · EIN 930475252 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 98
- With balances
- 176
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other commissions, Recordkeeping fees, Other fees | $21,463 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $16,116 |