Teal Jones Lumber Services, Inc. 401(k) Plan
Sponsored by Teal Jones Lumber Services, Inc. · EIN 270101074 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 100
- With balances
- 362
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 |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 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 |
|---|---|---|
| Pension Plan Specialists | Consulting (pension), Consulting fees | $48,725 |
| Empower Annuity Insurance Company | Recordkeeping fees | $31,572 |
| Pickett, Chaney & Mcmullen Llp | Accounting | $19,600 |
| Cambridge Investment Group | Investment advisory (plan), Investment advisory (participants) | $19,034 |
| Empower Advisory Group, Llc | Investment management | $661 |