Plan Snapshot
- Plan Sponsor: Mobile Lumber & Building Materials, INC.
- Sponsor EIN: 631028550
- Sponsor Address: 5229 HIGHWAY 90 WEST, MOBILE, AL, 36619
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $5.3M
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 | 216 | $5.3M | $76,795 | $507,529 |
| 2023 | 220 | $4.4M | $114,496 | $542,304 |
| 2022 | 236 | $3.2M | $98,666 | $452,508 |
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 |
|---|---|---|---|---|
| SMITH, DUKES & BUCKALEW LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH, DUKES & BUCKALEW LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,001 | — | $3,001 | — | — |
| 2023 | $2,958 | — | $2,958 | — | — |
| 2022 | $2,244 | — | $2,244 | — | — |