# Frank Lumber Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/frank-lumber-co-inc-205610768-001

> Frank Lumber Co., INC.'s 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frank Lumber Co., INC.

- **Sponsor EIN:** 205610768

- **Sponsor Address:** P.O. BOX 79, MILL CITY, OR, 973600079

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 141

- **Total Assets:** $10.5M

## 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|141|$10.5M|$569,163|$235,789|

| 2023|134|$11.2M|$529,596|$243,660|

| 2022|147|$10.7M|$539,665|$247,861|

## 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|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$31,529|—|$31,529|

| KERNUTT STOKES|Auditor|$18,700|—|$18,700|

| DEBORAH L. PATTEN CPA LLC|Other Service Provider|$8,250|—|$8,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [KERNUTT STOKES](https://planprovider.pro/provider/kernutt-stokes-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,479

- **Estimated Expense Ratio:** 0.558% 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|$58,479|$31,529|—|$18,700|—|

| 2023|$43,483|$19,583|—|$23,900|—|

| 2022|$99,839|$75,364|—|—|$24,475|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/frank-lumber-co-inc-205610768-001)

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