Wm. B. Morse Lumber Co. Retirement Savings Plan
Sponsored by Wm. B. Morse Lumber Co. · EIN 160560500 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 114
- With balances
- 142
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $60,780 |
| Modern Wealth Holdings, Llc | Contract administrator, Investment advisory (plan), Direct payment from the plan | $2,450 |
| Lpl Financial Llc Rpcp | Investment advisory (plan), Other fees | $0 |