# Baillie Lumber Co., L.P. 401(k) Plan
Source: https://planprovider.pro/companies/baillie-lumber-co-l-p-401k-plan

> Baillie Lumber Co., L.P.'s 401(k) plan: 861 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE CO|NONE|$88,500|—|$88,500|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$40,000|—|$40,000|

| EMPOWER ADVISORY GROUP, LLC|NONE|$8,064|—|$8,064|

| 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:** $136,564

- **Estimated Expense Ratio:** 0.173% 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|$87,304|$48,064|—|—|—|

| 2023|$73,953|$44,289|—|—|—|

| 2022|$120,560|$11,991|$97,583|—|$10,986|

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