Plan Snapshot
- Plan Sponsor: Dunn Lumber Co., INC.
- Sponsor EIN: 910545118
- Sponsor Address: P.O. BOX 45550, SEATTLE, WA, 981450550
- Plan Type: 401(k)
- Total Participants: 342
- Total Assets: $29.9M
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 | 342 | $29.9M | $338,845 | $1.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $61,538 | — | $61,538 |
| CAPFINANCIAL PARTNERS LLC | Investment Advisor | $41,231 | — | $41,231 |
| SWEENEY CONRAD P S | Auditor | $15,450 | — | $15,450 |
| TRUTINA FINANCIAL LLC | Other Service Provider | $12,501 | — | $12,501 |
| PENTEGRA SERVICES INC | Other Service Provider | $11,422 | — | $11,422 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $142,142
- Estimated Expense Ratio: 0.476% 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 | $143,577 | — | — | — | — |