O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan And Trust
Sponsored by O. C. Cluss Lumber Company · EIN 250410150 · Plan #002
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 110
- With balances
- 108
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $35,123 |
| Smith Lewis Chess & Company Llp | Accounting | $9,500 |
| Empower Annuity Insurance | Recordkeeping fees | $8,068 |
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $3,141 |