Plan Snapshot
- Plan Sponsor: 84 Lumber Company, L.P.
- Sponsor EIN: 251613116
- Sponsor Address: 1019 ROUTE 519 BUILDING NO. 8, EIGHTY-FOUR, PA, 15330
- Plan Type: 401(k)
- Total Participants: 9,227
- Total Assets: $779.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,227 | $779.5M | $43.1M | $39.5M |
| 2023 | 8,579 | $655.9M | $43.6M | $36.6M |
| 2022 | 7,685 | $518.7M | $58.5M | $34.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH, LEWIS, CHESS AND COMPANY LLP | Auditor | $12,750 | — | $12,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,750
- Estimated Expense Ratio: 0.002% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $518,286 | $50,000 | — | $12,750 | — |
| 2023 | $281,013 | $50,000 | $214,863 | — | — |
| 2022 | $286,402 | $50,000 | $186,918 | — | $11,750 |