Plan Snapshot
- Plan Sponsor: Lumbermen'S Brick & Supply Co.
- Sponsor EIN: 470226995
- Sponsor Address: 13709 INDUSTRIAL RD., OMAHA, NE, 68137
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 110 | $8.0M | $151,778 | $491,737 |
| 2023 | 137 | $7.7M | $166,256 | $502,729 |
| 2022 | 122 | $6.1M | $167,906 | $477,567 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $34,389 | — | $34,389 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $9,537 | — | $9,537 |
| BENEFIT PLANS INC. | Other Service Provider | $1,219 | $5,449 | $6,668 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,594
- Estimated Expense Ratio: 0.631% 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 | $45,145 | $9,537 | $1,219 | — | — |
| 2023 | $23,792 | — | $23,792 | — | — |
| 2022 | — | — | — | — | — |