# Lumbermens Merchandising Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lumbermens-merchandising-corporation-401k-plan

> Lumbermens Merchandising Corporation's 401(k) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lumbermens Merchandising Corporation

- **Sponsor EIN:** 230825150

- **Sponsor Address:** 137 W. WAYNE AVENUE, WAYNE, PA, 190874095

- **Plan Type:** 401(k)

- **Total Participants:** 212

- **Total Assets:** $99.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|212|$99.1M|$2.5M|$1.5M|

| 2023|205|$101.1M|$2.3M|$1.3M|

| 2022|191|$90.4M|$2.1M|$1.3M|

## 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|

| CAPFINANCIAL PARTNERS LLC|NONE|$63,500|—|$63,500|

| THE VANGUARD GROUP, INC.|NONE|$30,815|—|$30,815|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $94,315

- **Estimated Expense Ratio:** 0.095% 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|$93,875|—|—|—|—|

| 2023|$70,500|—|—|—|—|

| 2022|$93,150|—|—|—|—|

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