Plan Snapshot
- Plan Sponsor: Denoon Lumber Company, LLC
- Sponsor EIN: 800872488
- Sponsor Address: 571 COUNTY HWY 52, BERGHOLZ, OH, 43908
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 92 | $20.8M | $352,565 | $76,101 |
| 2023 | 98 | $19.3M | $357,824 | $55,716 |
| 2022 | 101 | $17.4M | $495,420 | $54,512 |
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 |
|---|---|---|---|---|
| FARMERS TRUST CO DBA NATIONAL ASSOC | Recordkeeper | — | $9,583 | $9,583 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,583
- Estimated Expense Ratio: 0.046% 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 | $2,700 | — | — | — | — |
| 2023 | $1,600 | — | — | — | — |
| 2022 | $1,950 | — | — | — | — |