Plan Snapshot
- Plan Sponsor: Ashby Lumber Company
- Sponsor EIN: 942148502
- Sponsor Address: 824 ASHBY AVENUE, BERKELEY, CA, 94710
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $17.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $17.0M | $839,066 | $540,373 |
| 2023 | 143 | $17.3M | $887,172 | $446,419 |
| 2022 | 131 | $14.7M | $932,191 | $419,185 |
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 |
|---|---|---|---|---|
| JOHANSON AND YAU ACCOUNTANCY CORP | Auditor | — | — | $0 |
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 | $85,484 | $27,704 | $46,623 | — | — |
| 2023 | $72,798 | $21,549 | $40,920 | — | — |
| 2022 | $69,209 | $20,923 | $41,384 | — | $6,892 |