Plan Snapshot
- Plan Sponsor: Anderson-Tully Lumber Company, LLC
- Sponsor EIN: 621720411
- Sponsor Address: 125 SOUTH ESTES DR, P. O. BOX 2408, CHAPEL HILL, NC, 27515
- Plan Type: DB
- Total Participants: 0
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $15.2M | $16,500 | $0 |
| 2023 | 0 | $15.0M | $33,000 | $0 |
| 2022 | 0 | $14.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| REYNOLDS, BONE & GRIESBECK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REYNOLDS, BONE & GRIESBECK — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $29,390 | $14,490 | — | — | — |
| 2023 | $26,518 | $12,117 | — | — | — |
| 2022 | $26,836 | $26,836 | — | — | — |