Stratton Lumber/Trg Retirement Savings Plan
Sponsored by Stratton Lumber, Inc. · EIN 010366009 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 140
- With balances
- 123
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $21,873 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $15,581 |
| Downeast Pension Services Inc | Contract administrator | $300 |