AUMdb

Strait And Lamp Lumber Company, Inc. 401(k) Profit Sharing Plan

Sponsored by Strait And Lamp Lumber Company, Inc · EIN 314417230 · Plan #001

Total assets
$12.6M
Net assets
$12.6M
Active participants
207
With balances
206

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 97% 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
Oppenheimer & Co, Inc Investment advisory (plan) $29,860
Empower Annuity Insurance Company Recordkeeping fees $22,210
Rea & Associates Contract administrator $8,439
Pw Partners Other fees $5,266
Empower Advisory Group, Llc Investment management $1,847