Timberline Lodge Employee Savings And Protection Plan
Sponsored by R.L.K. And Company · EIN 930441340 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 1,066
- With balances
- 154
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Phillips & Company Securities Inc | Investment advisory (plan) | $31,496 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,429 |