Lumbermen Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lumbermen Associates, INC.
  • Sponsor EIN: 231893159
  • Sponsor Address: P.O. BOX 720, BRISTOL, PA, 19007
  • Plan Type: DC
  • Total Participants: 98
  • Total Assets: $10.5M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202498$10.5M$289,330$371,726
202379$8.7M$262,718$323,278
202262$7.7M$232,340$285,201

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