AUMdb

Pleasant River Lumber Company 401(k) Plan

Sponsored by Pleasant River Lumber Company · EIN 010465420 · Plan #001

Total assets
$21.6M
Net assets
$21.6M
Active participants
552
With balances
515

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Osaic Wealth, Inc Investment advisory (plan) $44,652
Downeast Pension Services Inc Contract administrator $43,483
Empower Annuity Insurance Company Recordkeeping fees $18,250
Baker Newman & Noyes, Llc Accounting $13,500
Empower Advisory Group Llc Investment management $9,837