Plan Snapshot
- Plan Sponsor: D.R. Johnson Lumber Company
- Sponsor EIN: 930475252
- Sponsor Address: 1991 PRUNER ROAD, RIDDLE, OR, 97469
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $5.5M
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 | 98 | $5.5M | $44,641 | $249,905 |
| 2023 | 148 | $5.3M | $63,698 | $298,735 |
| 2022 | 120 | $5.4M | $53,648 | $290,290 |
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 |
|---|---|---|---|---|
| WICKS EMMETT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WICKS EMMETT 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 | $37,578 | $16,116 | $21,462 | — | — |
| 2023 | $37,718 | $15,385 | $22,333 | — | — |
| 2022 | $36,833 | $17,094 | $19,739 | — | — |