Plan Snapshot
- Plan Sponsor: B & B Lumber Company, INC.
- Sponsor EIN: 161035246
- Sponsor Address: POST OFFICE BOX 420, JAMESVILLE, NY, 13078
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 134 | $13.6M | $76,059 | $391,512 |
| 2023 | 125 | $13.1M | $113,255 | $351,870 |
| 2022 | 124 | $11.6M | $316,014 | $380,241 |
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 |
|---|---|---|---|---|
| EVANS AND BENNETT, LLP | 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 | $30,380 | $30,380 | — | — | — |
| 2023 | $26,514 | $26,033 | — | — | — |
| 2022 | $26,661 | $25,677 | — | — | — |