Plan Snapshot
- Plan Sponsor: Anderson Wood Products Company
- Sponsor EIN: 610647369
- Sponsor Address: P.O. BOX 11517, LOUISVILLE, KY, 40251
- Plan Type: DC
- Total Participants: 55
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 55 | $1.9M | $87,631 | $0 |
| 2023 | 82 | $1.9M | $94,971 | $0 |
| 2022 | 76 | $1.9M | $101,052 | $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 |
|---|---|---|---|---|
| BALDWIN CPAS PLLC | Auditor | $11,400 | — | $11,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BALDWIN CPAS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,400
- Estimated Expense Ratio: 0.595% 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 | $23,955 | $3,694 | — | $11,400 | — |
| 2023 | $19,319 | $3,565 | — | $10,600 | — |
| 2022 | $20,327 | — | — | — | — |