Williams Lumber Inc. 401(k) Profit Sharing Plan
Sponsored by Williams Lumber Inc. · EIN 141279525 · Plan #002
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 322
- With balances
- 302
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 |
|---|---|---|
| Pasqua, Thomas CRD 139618 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pasqua Thomas | Investment advisory (plan) | $45,181 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,799 |