Plan Snapshot
- Plan Sponsor: C.M. Tucker Lumber Companies, LLC
- Sponsor EIN: 320006512
- Sponsor Address: 601 N. PEARL STREET, PAGELAND, SC, 29728
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $11,410
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 | 95 | $11,410 | $309,253 | $607,151 |
| 2023 | 293 | $17.5M | $377,403 | $819,211 |
| 2022 | 305 | $14.2M | $339,009 | $731,406 |
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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | Other Service Provider | $44,553 | — | $44,553 |
| ASCENSUS LLC | Other Service Provider | $43,266 | $63 | $43,329 |
| MERRILL LYNCH RETIREMENT & BENEFIT | Other Service Provider | $9,140 | — | $9,140 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,022
- Estimated Expense Ratio: 850.324% 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 | $96,958 | $53,692 | $43,266 | — | — |
| 2023 | $60,506 | $33,592 | $26,914 | — | — |
| 2022 | $61,642 | $35,858 | $25,784 | — | — |