Claude Howard Lumber Company, Inc. 401(k) Plan
Sponsored by Claude Howard Lumber Company, Inc. · EIN 580696147 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 229
- With balances
- 223
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stifel Nicolaus & Co Inc. | Investment advisory (plan), Direct payment from the plan | $49,077 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $35,828 |
| Envestnet Retirement Solutions Co | Investment advisory (plan), Direct payment from the plan | $3,713 |