Plan Snapshot
- Plan Sponsor: East Coast Lumber & Building Supply Co. LLC
- Sponsor EIN: 020325828
- Sponsor Address: P.O. BOX 530, EAST HAMPSTEAD, NH, 03826
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $6.4M
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 | 111 | $6.4M | $171,201 | $226,151 |
| 2023 | 105 | $6.0M | $306,075 | $222,906 |
| 2022 | 105 | $4.9M | $790,191 | $216,035 |
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 |
|---|---|---|---|---|
| EJ CALLAHAN & ASSOCIATES LLC | Auditor | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.196% 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 | $54,215 | $14,141 | — | $12,500 | — |
| 2023 | $51,925 | $12,523 | — | $12,500 | — |
| 2022 | $34,384 | $11,635 | — | — | — |