U.S. Lumber Group, Llc 401(k) Plan
Sponsored by U.S. Lumber Group Llc · EIN 274877902 · Plan #001
- Total assets
- $214M
- Net assets
- $214M
- Active participants
- 3,926
- With balances
- 4,095
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $433,196 |
| Rpa Financial, Llc | Investment advisory (plan), Direct payment from the plan | $72,415 |