Plan Snapshot
- Plan Sponsor: Mendo Mill & Lumber Co.
- Sponsor EIN: 941577775
- Sponsor Address: 1870 NORTH STATE STREET, UKIAH, CA, 95482
- Plan Type: DC
- Total Participants: 174
- Total Assets: $8.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $8.7M | $238,693 | $358,346 |
| 2023 | 176 | $7.8M | $194,338 | $336,376 |
| 2022 | 173 | $6.5M | $222,288 | $331,416 |
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 |
|---|---|---|---|---|
| SORREN CPAS P.C. | Auditor | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.138% 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 | $74,653 | — | $48,648 | $12,000 | — |
| 2023 | $62,170 | — | $25,657 | $17,055 | — |
| 2022 | $74,596 | — | $44,944 | — | $29,652 |