AUMdb

Golden State Lumber, Inc. 401(k) Plan

Sponsored by Golden State Lumber, Inc. · EIN 680084293 · Plan #001

Total assets
$87.4M
Net assets
$87.4M
Active participants
642
With balances
715

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $58,900
Empower Advisory Group, Llc Investment management $25,503
Moss Adams Llp Accounting $21,525
Empower Annuity Insurance Company Recordkeeping fees $6,666
Empower Financial Services, Inc. Securities brokerage $150
Empower Financial Services, Inc. Other investment fees and expenses $10
Empower Financial Services, Inc. Shareholder servicing fees $0