East Coast Lumber & Building Supply Co., Llc. 401(k) Profit Sharing Plan
Sponsored by East Coast Lumber & Building Supply Co. Llc · EIN 020325828 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 111
- With balances
- 105
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $27,574 |
| Osaic Wealth, Inc. | Consulting (general), Investment advisory (plan) | $14,141 |
| Ej Callahan & Associates Llc | Accounting, Consulting (general) | $12,500 |