Storehouse Multiple Employer Plan Adopted By Dunn Lumber Co., Inc.
Sponsored by Dunn Lumber Co., Inc. · EIN 910545118 · Plan #002
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 342
- With balances
- 473
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $61,538 |
| Capfinancial Partners Llc | Investment advisory (plan) | $41,231 |
| Sweeney Conrad P S | Accounting | $15,450 |
| Trutina Financial Llc | Other fees | $12,501 |
| Pentegra Services Inc | Contract administrator | $11,422 |