Plan Snapshot
- Plan Sponsor: Keim Lumber Company
- Sponsor EIN: 341019273
- Sponsor Address: P.O. BOX 40, CHARM, OH, 44617
- Plan Type: 401(k)
- Total Participants: 579
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 579 | $31.1M | $918,400 | $1.7M |
| 2023 | 552 | $26.2M | $837,772 | $1.6M |
| 2022 | 528 | $20.5M | $619,775 | $1.4M |
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 |
|---|---|---|---|---|
| 415 GROUP, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 415 GROUP, INC. — 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 | $88,044 | — | $88,044 | — | — |
| 2023 | $71,392 | $29,730 | $5,475 | — | — |
| 2022 | $70,834 | $29,065 | $41,769 | — | — |