Macdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing Plan
Sponsored by Macdonald & Owen Veneer & Lumber Co., Inc. · EIN 410964059 · Plan #001
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 162
- With balances
- 156
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Plan administrator, Recordkeeping | $32,442 |
| Orgel Wealth Management | Investment advisory (participants), Investment advisory (plan) | $28,322 |