Plan Snapshot
- Plan Sponsor: Freres Lumber Co., INC.
- Sponsor EIN: 930357299
- Sponsor Address: PO BOX 276, LYONS, OR, 973580276
- Plan Type: DC
- Total Participants: 499
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 499 | $28.0M | $521,040 | $1.2M |
| 2023 | 307 | $27.1M | $0 | $1.0M |
| 2022 | 315 | $24.5M | $1.2M | $1.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $44,913 | — | $44,913 |
| PRIME PENSIONS NORTHWEST, LLC | TPA | — | $13,562 | $13,562 |
| SINGERLEWAK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGERLEWAK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,475
- Estimated Expense Ratio: 0.209% 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 | $44,914 | — | $44,914 | — | — |
| 2023 | $44,893 | — | $44,893 | — | — |
| 2022 | $52,048 | — | $52,048 | — | — |