# Matson Lumber Company 401(k) Plan
Source: https://planprovider.pro/companies/matson-lumber-company-251431028-502

> Matson Lumber Company's 401(k) plan: 32 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Matson Lumber Company

- **Sponsor EIN:** 251431028

- **Sponsor Address:** 345 MAIN STREET, BROOKVILLE, PA, 158251213

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

- **Plan Number:** 502

- **Total Participants:** 32

- **Total Assets:** $65,555

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|32|$65,555|$0|$0|

| 2024|57|$401|$539,189|$225,351|

## 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|

| THE BENECON GROUP|Investment Advisor|$33,698|—|$33,698|

| ENGLE-HAMBRIGHT & DAVIES, INC.|Investment Advisor|$18,649|—|$18,649|

| UPMC BENEFIT MANAGEMENT SERVICES|Other Service Provider|$8,002|—|$8,002|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,349

- **Estimated Expense Ratio:** 92.059% 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|

| 2025|$383,350|—|—|—|—|

| 2024|$882,339|—|—|—|—|

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