Lumber One Profit Sharing Plan
Sponsored by Lumber One Home Center Of Stuttgart, Inc. · EIN 710698720 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 160
- With balances
- 150
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 |
|---|---|---|
| Gilliland Jeter Wealth Management, Llc CRD 324403 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gilliland Jeter Wealth Management | Investment advisory (participants) | $7,460 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Float revenue | $650 |