Vaagen Bros Lumber Inc 401(k) Savings Plan And Trust
Sponsored by Vaagen Bros Lumber Inc · EIN 910862262 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 224
- With balances
- 272
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 |
|---|---|---|
| Merril Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $53,157 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $35,580 |
| Randall & Hurley, Inc | Contract administrator, Direct payment from the plan, Other services | $6,250 |