Scotch Companies 401(k) Profit Sharing Plan
Sponsored by Scotch Plywood Company, Inc. · EIN 630501795 · Plan #001
- Total assets
- $43.1M
- Net assets
- $43.1M
- Active participants
- 473
- With balances
- 472
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 |
|---|---|---|
| Mitchell, Mcleod, Pugh & Williams, Inc. CRD 138240 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Custodial (securities) | $94,794 |
| Mitchell, Mcleod, Pugh & Williams | Investment advisory (plan), Investment management, Direct payment from the plan | $60,743 |
| Newport Trust Company | Trustee (individual), Trustee (institutional) | $15,666 |