Plan Snapshot
- Plan Sponsor: Deer Park Lumber, INC.
- Sponsor EIN: 232090212
- Sponsor Address: 3042 US-6, TUNKHANNOCK, PA, 18657
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $159,445
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $159,445 | $495,998 | $192,058 |
| 2023 | 147 | $69,021 | $2.2M | $696,474 |
| 2022 | 154 | $94,422 | $1.6M | $720,353 |
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 |
|---|---|---|---|---|
| CUMMINGS INSURANCE AGENCY | Investment Advisor | $7,646 | — | $7,646 |
| THE BENECON GROUP LLC | Investment Advisor | $7,081 | — | $7,081 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,727
- Estimated Expense Ratio: 9.236% 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 | $18,782 | — | $18,782 | — | — |
| 2023 | $89,496 | — | $89,496 | — | — |
| 2022 | $102,226 | — | $102,226 | — | — |