Plan Snapshot
- Plan Sponsor: Interstate & Lakeland Lumber Corp.
- Sponsor EIN: 060401200
- Sponsor Address: 247 MILL STREET, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $29.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 126 | $29.9M | $842,413 | $988,584 |
| 2023 | 123 | $24.2M | $965,213 | $868,564 |
| 2022 | 110 | $19.1M | $626,697 | $727,587 |
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 |
|---|---|---|---|---|
| ADP, INC | Recordkeeper | $27,162 | — | $27,162 |
| MERRILL LYNCH | Investment Advisor | $24,348 | — | $24,348 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $10,238 | — | $10,238 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC — Recordkeeper
- MERRILL LYNCH — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,748
- Estimated Expense Ratio: 0.207% 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 | $61,523 | $24,348 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |