Plan Snapshot
- Plan Sponsor: Frank Miller Lumber Company INC
- Sponsor EIN: 351076932
- Sponsor Address: 1690 FRANK MILLER RD, UNION CITY, IN, 47390
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 124 | $14.7M | $254,700 | $469,966 |
| 2023 | 108 | $13.3M | $251,275 | $461,637 |
| 2022 | 109 | $11.0M | $240,263 | $459,636 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $36,291 | — | $36,291 |
| EVERHART ADVISORS | INVESTMENT ADVISORY | $30,442 | — | $30,442 |
| DULIN, WARD & DEWALD, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- EVERHART ADVISORS — INVESTMENT ADVISORY
- DULIN, WARD & DEWALD, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,733
- Estimated Expense Ratio: 0.455% 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 | $66,733 | $30,442 | — | — | — |
| 2023 | $56,911 | $25,837 | — | — | — |
| 2022 | $53,732 | $22,324 | — | — | — |