Plan Snapshot
- Plan Sponsor: Matheus Lumber Company, INC.
- Sponsor EIN: 910760398
- Sponsor Address: 15800 WOODINVILLE-REDMOND ROAD N.E., WOODINVILLE, WA, 980729059
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $0 |
| 2022 | 138 | $17.5M | $1.2M | $1.1M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | NONE | $13,432 | — | $13,432 |
| NWPS | NONE | $12,188 | — | $12,188 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | NONE | $11,940 | — | $11,940 |
| MATRIX TRUST COMPANY | NONE | $9,674 | — | $9,674 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES, LLC — NONE
- NWPS — NONE
- GALLAGHER FIDUCIARY ADVISORS, LLC — NONE
- MATRIX TRUST COMPANY — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,234
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 |
|---|---|---|---|---|---|
| 2023 | $27,420 | $13,158 | $9,336 | — | — |
| 2022 | $47,234 | $25,372 | $12,188 | — | — |