Plan Snapshot
- Plan Sponsor: Lynden Door, INC.
- Sponsor EIN: 911065124
- Sponsor Address: PO BOX 528, LYNDEN, WA, 982640528
- Plan Type: 401(k)
- Total Participants: 1,056
- Total Assets: $38.7M
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 | 1,056 | $38.7M | $1.2M | $2.6M |
| 2023 | 956 | $31.7M | $998,360 | $2.2M |
| 2022 | 857 | $24.2M | $917,244 | $1.9M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $13,926 | — | $13,926 |
| FUTUREPLAN BY ASCENSUS | NONE | $9,850 | — | $9,850 |
| WILSHIRE ASSOICATES INC. | INVESTMENT ADVISOR | $6,958 | — | $6,958 |
| LARSON GROSS ASSURANCE, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- WILSHIRE ASSOICATES INC. — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,734
- Estimated Expense Ratio: 0.080% 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 | $30,734 | $6,958 | $13,926 | — | — |
| 2023 | $22,828 | $5,357 | $10,721 | — | — |
| 2022 | $22,261 | $4,693 | $17,568 | — | — |