# Golden State Lumber, INC. 401(k) Plan
Source: https://planprovider.pro/companies/golden-state-lumber-inc-401k-plan

> Golden State Lumber, INC.'s 401(k) plan: 642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Golden State Lumber, INC.

- **Sponsor EIN:** 680084293

- **Sponsor Address:** 855 LAKEVILLE ST SUITE 200, PETALUMA, CA, 94952

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

- **Total Participants:** 642

- **Total Assets:** $87.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|642|$87.4M|$1.7M|$5.4M|

| 2023|607|$75.9M|$1.6M|$5.2M|

| 2022|605|$67.0M|$1.4M|$5.0M|

## 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|

| LPL FINANCIAL|INVESTMENT ADVISOR|$58,900|—|$58,900|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$25,503|—|$25,503|

| MOSS ADAMS LLP|AUDITOR|$21,525|—|$21,525|

| BAKER TILLY US, LLP|Auditor|$21,525|—|$21,525|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$6,666|—|$6,666|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,119

- **Estimated Expense Ratio:** 0.154% 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|$112,754|$84,403|—|$21,525|—|

| 2023|$93,741|$73,791|—|$19,950|—|

| 2022|$88,038|$88,038|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/golden-state-lumber-inc-401k-plan)

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