Crenshaw Lumber Co., Inc. Profit Sharing Plan
Sponsored by Crenshaw Lumber Co., Inc. · EIN 951872813 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 108
- With balances
- 151
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 |
|---|---|---|
| Retirement Wellness Group Llc CRD 297255 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Wellness Group | Investment advisory (participants) | $52,715 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $16,350 |
| Pension Assurance Llp | Accounting | $16,200 |