Magbee Bros. Lumber And Supply Company, Inc. Profit Sharing Plan
Sponsored by Magbee Bros. Lumber And Supply Company, Inc. · EIN 581761636 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 227
- With balances
- 248
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $10,590 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $7,949 |