Plan Snapshot
- Plan Sponsor: Curtis Lumber Company, INC
- Sponsor EIN: 141311618
- Sponsor Address: 885 ROUTE 67, BALLSTON SPA, NY, 12020
- Plan Type: 401(k)
- Total Participants: 679
- Total Assets: $70.0M
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 | 679 | $70.0M | $1.3M | $3.7M |
| 2023 | 682 | $64.5M | $1.4M | $3.6M |
| 2022 | 695 | $55.0M | $1.4M | $3.4M |
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 |
|---|---|---|---|---|
| BONADIO & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & COMPANY LLP — Auditor
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 | $176,052 | $167,125 | — | — | — |
| 2023 | $171,456 | $143,586 | — | — | — |
| 2022 | $203,850 | $142,308 | — | — | — |