AUMdb

West Fraser, Inc. 401(k) Plan For Collectively Bargained Employees

Sponsored by West Fraser, Inc. · EIN 721489951 · Plan #004

Total assets
$27.1M
Net assets
$27.1M
Active participants
790
With balances
995

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $59,884
Strategic Advisors, Inc. Investment advisory (plan) $6,356