Plan Snapshot
- Plan Sponsor: Anthony Timberlands, INC.
- Sponsor EIN: 710451263
- Sponsor Address: 111 S. PLUM STREET, BEARDEN, AR, 71720
- Plan Type: 401(k)
- Total Participants: 583
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 583 | $19.1M | $0 | $930,190 |
| 2023 | 532 | $16.6M | $0 | $988,115 |
| 2022 | 565 | $14.3M | $0 | $996,701 |
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 |
|---|---|---|---|---|
| STEPHENS GROUP ASSET | Investment Advisor | $34,689 | — | $34,689 |
| NOVA 401(K) ASSOCIATES | Recordkeeper | $29,620 | — | $29,620 |
| EMPOWER ANNUITY INSURANCE | Other Service Provider | $16,717 | — | $16,717 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,026
- Estimated Expense Ratio: 0.424% 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 | $75,145 | $67,025 | $8,120 | — | — |
| 2023 | $67,843 | $57,899 | $9,944 | — | — |
| 2022 | $84,494 | — | $84,494 | — | — |