# Moynihan-North Reading Lumber, INC. DC Plan
Source: https://planprovider.pro/companies/moynihan-north-reading-lumber-inc-plan

> Moynihan-North Reading Lumber, INC.'s DC plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Moynihan-North Reading Lumber, INC.

- **Sponsor EIN:** 042261995

- **Sponsor Address:** 164 CHESTNUT STREET, NORTH READING, MA, 01864

- **Plan Type:** DC

- **Total Participants:** 132

- **Total Assets:** $11.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|132|$11.6M|$200,000|$128,867|

| 2023|128|$11.7M|$460,027|$143,074|

| 2022|134|$10.7M|$823,911|$129,299|

## 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|

| FORVIS MAZARS, LLP|Auditor|$26,250|—|$26,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,250

- **Estimated Expense Ratio:** 0.226% 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|$115,271|$57,683|$31,338|$26,250|—|

| 2023|$106,766|$76,217|$5,020|$24,440|—|

| 2022|$99,996|$72,475|$5,305|—|$20,161|

## Similar Plans

- [Concord Lumber Corporation](https://planprovider.pro/companies/concord-lumber-corporation-plan-002) — 134 participants

- [Matter Surfaces, INC.](https://planprovider.pro/companies/matter-surfaces-inc-401k-plan) — 138 participants

- [Arlington Coal & Lumber Company](https://planprovider.pro/companies/arlington-coal-lumber-company-plan) — 107 participants

- [Hingham Lumber Company INC.](https://planprovider.pro/companies/hingham-lumber-company-inc-401k-plan) — 96 participants

- [Pfr Acquisition, LLC](https://planprovider.pro/companies/pfr-acquisition-llc-401k-plan) — 89 participants

- [Jackson Lumber & Millwork Company, INC.](https://planprovider.pro/companies/jackson-lumber-millwork-company-inc-401k-plan) — 205 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moynihan-north-reading-lumber-inc-plan)

© 2026 PlanProvider.Pro