AUMdb

The Parr Company 401(k) Savings And Profit Sharing Plan

Sponsored by Parr Lumber Company · EIN 930645503 · Plan #002

Total assets
$130M
Net assets
$130M
Active participants
1,389
With balances
1,778

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
Row Asset Management, Llc CRD 168336 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Nw Investment Consulting Dba Recordkeeping, Consulting (general), Participant loan processing $178,077
Charles Schwab Trust Bank Custodial (securities), Trustee (institutional), Direct payment from the plan $31,975
Roth Asset Management, Inc. Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) $21,730