Cape Cod Lumber Co., Inc. 401(k) Plan
Sponsored by Cape Cod Lumber Co., Inc. · EIN 042272126 · Plan #003
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 97
- With balances
- 131
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 |
|---|---|---|
| Lincoln Investment Planning, Llc CRD 519 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $47,477 |
| Lincoln Investment Planning Inc. | Investment advisory (plan), Consulting fees | $44,761 |
| Charles Schwab Trust Bank | Custodial (securities), Shareholder servicing fees | $0 |