Plan Snapshot
- Plan Sponsor: Baillie Lumber Co., L.P.
- Sponsor EIN: 161439224
- Sponsor Address: 4002 LEGION DRIVE P.O. BOX 6, HAMBURG, NY, 14075
- Plan Type: 401(k)
- Total Participants: 861
- Total Assets: $78.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 861 | $78.8M | $654,484 | $4.0M |
| 2023 | 917 | $73.6M | $810,743 | $3.9M |
| 2022 | 946 | $63.0M | $720,455 | $3.8M |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVIS BESAW & KERSHNE | 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 | $87,304 | $48,064 | — | — | — |
| 2023 | $73,953 | $44,289 | — | — | — |
| 2022 | $120,560 | $11,991 | $97,583 | — | $10,986 |