Ashby Lumber Company 401(k) Profit Sharing Plan
Sponsored by Ashby Lumber Company · EIN 942148502 · Plan #002
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 151
- With balances
- 156
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 |
|---|---|---|
| Pure Financial Llc CRD 322781 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $49,636 |
| Pure Financial | Investment advisory (plan), Direct payment from the plan | $27,704 |
| Newport Trust Company | Trustee (individual), Trustee (directed), Trustee (institutional) | $8,144 |