Plan Snapshot
- Plan Sponsor: Battle Lumber Company, INC.
- Sponsor EIN: 581180138
- Sponsor Address: 11261 US HIGHWAY 1 SOUTH, WADLEY, GA, 304771147
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 259 | $15.9M | $561,705 | $945,596 |
| 2023 | 273 | $15.0M | $552,513 | $887,017 |
| 2022 | 288 | $13.0M | $539,204 | $845,410 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT 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 | $60,008 | — | $60,008 | — | — |
| 2023 | $56,192 | — | $56,192 | — | — |
| 2022 | $53,559 | — | $53,559 | — | — |