AUMdb

Littfin Lumber Company 401(k) Profit Sharing Plan

Sponsored by Littfin Lumber Company · EIN 410918487 · Plan #001

Total assets
$18.1M
Net assets
$18.1M
Active participants
189
With balances
209

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $43,570
Boyum & Barenscheer Pllp Accounting, Direct payment from the plan $12,700
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0