AUMdb

Masonite Savings Plan For Collectively Bargained Employees

Sponsored by Masonite Corporation · EIN 640198020 · Plan #102

Total assets
$28.9M
Net assets
$28.9M
Active participants
450
With balances
396

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
Afsc Advisors, Inc CRD 281467 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Windham Brannon Pc Accounting, Direct payment from the plan $16,000
Afs Advisors Llc Investment management, Direct payment from the plan $15,000
Nfp Retirement Inc Investment management, Direct payment from the plan $15,000
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $7,809
Charles Schwab Trust Bank Trustee (directed), Investment management fees (indirect), Shareholder servicing fees $0