Baillie Lumber Co., L.P. 401(k) Plan
Sponsored by Baillie Lumber Co., L.P. · EIN 161439224 · Plan #002
- Total assets
- $78.8M
- Net assets
- $78.8M
- Active participants
- 861
- With balances
- 1,029
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $88,500 |
| Morgan Stanley Smith Barney Llc | Investment advisory (plan) | $40,000 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $8,064 |