Schmidbauer Lumber Sawmills 401(k) Plan
Sponsored by Schmidbauer Lumber, Inc. · EIN 942196486 · Plan #002
- Total assets
- $71.5M
- Net assets
- $71.5M
- Active participants
- 599
- With balances
- 754
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Consulting fees, Other investment fees and expenses | $170,377 |
| Bidwell Consulting Services Inc | Other fees | $61,168 |