Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan
Sponsored by Curtis Lumber Company, Inc · EIN 141311618 · Plan #001
- Total assets
- $70.0M
- Net assets
- $70.0M
- Active participants
- 679
- With balances
- 852
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Okby Group At Morgan Stanley | Consulting (general), Insurance brokerage commissions | $167,125 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $8,927 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |