# Jackson Lumber & Millwork Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jackson-lumber-millwork-company-inc-401k-plan

> Jackson Lumber & Millwork Company, INC.'s 401(k) plan: 205 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jackson Lumber & Millwork Company, INC.

- **Sponsor EIN:** 042022453

- **Sponsor Address:** P.O. BOX 449, LAWRENCE, MA, 018431616

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

- **Total Participants:** 205

- **Total Assets:** $18.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|205|$18.5M|$265,027|$903,239|

| 2023|197|$16.3M|$228,045|$871,160|

| 2022|164|$15.4M|$192,602|$787,046|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$14,806|—|$14,806|—|—|

| 2023|$14,867|—|$14,867|—|—|

| 2022|$29,158|—|$29,158|—|—|

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