Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WM. B. MORSE LUMBER CO.
EIN 16-0560500constructionLatest filing 2024
Plans
2
Retirement
2
$15.7M assets
Welfare
0
Participants
169
340 WEST MAIN STREET - ROCHESTER, NY 14608585-328-1400morselumber.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.7M assets / 169 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN
401k
Assets$15.5M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WM. B. MORSE TEAMSTERS BARGAINING UNIT RETIREMENT SAVINGS PLAN
401k
Assets$245K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN | 401k | $15.5M | 150 | 2024 | |
| 002 | WM. B. MORSE TEAMSTERS BARGAINING UNIT RETIREMENT SAVINGS PLAN | 401k | $245K | 19 | 2024 |
Retirement plans