Anderson Tully Salaried Employees' Pension Plan
Sponsored by Anderson Tully Lumber Company, Llc · EIN 621720411 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ftb Advisors | Custodial (securities), Account maintenance fees | $5,360 |
| Highland Capital Management | Investment advisory (plan), Investment management | $4,614 |
| First Republic Bank | Investment advisory (plan), Investment management | $3,227 |