Mccray Lumber Company Profit Sharing Plan
Sponsored by Mccray Lumber Company · EIN 440523965 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 229
- With balances
- 241
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llp | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $47,402 |
| North American Ktrade Alliance, Llc | Accounting, Actuarial, Recordkeeping | $23,065 |
| Demars Pension Consulting Services, | Accounting, Claims processing | $10,374 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $9,346 |