AUMdb

Manke Lumber Company, Inc. Profit Sharing Plan

Sponsored by Manke Lumber Company · EIN 910762869 · Plan #001

Total assets
$36.1M
Net assets
$36.1M
Active participants
378
With balances
511

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Direct payment from the plan, Investment advisory (participants) $41,849
Fidelity Investments Institutional Recordkeeping fees, Recordkeeping $4,484