# Lumbermen'S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lumbermen-s-inc-401k-plan

> Lumbermen'S, INC.'s 401(k) plan: 580 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$115,402|—|$115,402|

| MORGAN STANLEY|INVESTMENT MANAGEMENT|—|$47,831|$47,831|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT MANAGEMENT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $163,233

- **Estimated Expense Ratio:** 0.134% 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|$116,602|—|$115,402|—|—|

| 2023|$108,697|—|$107,463|—|—|

| 2022|$100,727|—|$99,107|—|$1,620|

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