Plan Snapshot
- Plan Sponsor: Blue Ridge Lumber Co
- Sponsor EIN: 222012126
- Sponsor Address: 12 JACKSTONBURG ROAD, BLAIRSTOWN, NJ, 078259615
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 107
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 107 | $12.5M | $271,634 | $692,891 |
| 2023 | 84 | $10.6M | $232,751 | $554,718 |
| 2022 | 80 | $8.3M | $164,040 | $472,659 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN 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 | $22,408 | $7,643 | — | — | — |
| 2023 | $479,614 | — | — | — | — |
| 2022 | $896,707 | — | — | — | — |