Schilling Brothers Lumber & Hardware, Inc. Profit Sharing Plan
Sponsored by Schilling Brothers Lumber & Hardware, Inc. · EIN 351414433 · Plan #002
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 176
- With balances
- 265
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 |
|---|---|---|
| Smith Financial Investment Advisors, Inc. CRD 154022 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Smith Financial Investment Advisors | Investment advisory (plan), Direct payment from the plan | $62,491 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $31,495 |
| Humphrey Cpa Group, Llc | Accounting | $6,000 |