# Anderson-Tully Lumber Company, LLC DB Plan
Source: https://planprovider.pro/companies/anderson-tully-lumber-company-plan-002

> Anderson-Tully Lumber Company, LLC's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** $9.8M

## 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|$9.8M|$46,070|$0|

| 2023|6|$9.7M|$431,517|$0|

| 2022|6|$9.0M|$330,517|$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](https://planprovider.pro/provider/reynolds-bone-and-griesbeck-plc) — 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|$13,201|$7,841|—|—|—|

| 2023|$9,104|$4,223|—|—|—|

| 2022|$9,620|$9,620|—|—|—|

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