Frank Miller Lumber Company, Inc. Employees Retirement Plan
Sponsored by Frank Miller Lumber Company Inc · EIN 351076932 · Plan #001
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 124
- With balances
- 124
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $36,291 |
| Everhart Advisors | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $30,442 |