Millman Companies Profit Sharing Plan
Sponsored by Great Central Lumber Company · EIN 430636488 · Plan #004
- Total assets
- $39.2M
- Net assets
- $39.2M
- Active participants
- 403
- With balances
- 442
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment advisory (participants) | $60,442 | |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $26,451 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,303 |