AUMdb

National Lime & Stone Company Employees' 401(k) Plan

Sponsored by National Lime & Stone Company · EIN 344312430 · Plan #003

Total assets
$52.8M
Net assets
$52.8M
Active participants
393
With balances
434

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
Highland Consulting Associates Inc. CRD 109834 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $69,353
Highland Consulting Associates Investment management, Direct payment from the plan $50,149
William Vaughan Company Accounting, Direct payment from the plan $24,600