South Coast Lumber Co 401(k) Employees' Savings & Profit Sharing Plan
Sponsored by South Coast Lumber Co. · EIN 930522474 · Plan #002
- Total assets
- $45.4M
- Net assets
- $45.4M
- Active participants
- 554
- With balances
- 655
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 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $94,194 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $45,120 |
| Moss Adams | Accounting, Recordkeeping fees, Direct payment from the plan | $19,987 |