Plan Snapshot
- Plan Sponsor: Lumbermen'S, INC.
- Sponsor EIN: 383367986
- Sponsor Address: 4433 STAFFORD AVE SW, GRAND RAPIDS, MI, 495484148
- Plan Type: 401(k)
- Total Participants: 580
- Total Assets: $121.8M
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 | 580 | $121.8M | $2.5M | $1.9M |
| 2023 | 501 | $113.4M | $2.4M | $1.9M |
| 2022 | 506 | $109.3M | $2.3M | $1.7M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $116,602 | — | $115,402 | — | — |
| 2023 | $108,697 | — | $107,463 | — | — |
| 2022 | $100,727 | — | $99,107 | — | $1,620 |