Sun Mountain Lumber Company 401(k) Plan And Trust
Sponsored by Sun Mountain Lumber Company · EIN 200080113 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 193
- With balances
- 165
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $3,356 |
| Definiti, Llc | Plan administrator | $2,586 |
| Nationwide | Recordkeeping, Custodial (other), Participant communication | $1,226 |
| Osaic Wealth, Inc | Investment advisory (plan) | $0 |
| Securities America, Inc. | Investment advisory (plan) | $0 |