Idaho Forest Group Llc 401(k) Plan
Sponsored by Riley Creek Lumber Company · EIN 820366771 · Plan #001
- Total assets
- $119M
- Net assets
- $119M
- Active participants
- 1,276
- With balances
- 1,527
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Apex Investment Advisors | Investment advisory (plan), Direct payment from the plan, Investment advisory (participants) | $199,705 |
| Randall And Hurley | Consulting (pension), Participant loan processing, Sub-transfer agency fees | $154,623 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $39,936 |
| Cliftonlarsonallan Llp | Accounting | $17,693 |
| Charles Schwab & Co. Inc. | Shareholder servicing fees | $0 |