Plan Snapshot
- Plan Sponsor: O. C. Cluss Lumber Company
- Sponsor EIN: 250410150
- Sponsor Address: P.O. BOX 696, UNIONTOWN, PA, 15401
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $14.7M
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 | 110 | $14.7M | $58,159 | $374,862 |
| 2023 | 116 | $13.2M | $58,537 | $370,279 |
| 2022 | 109 | $12.0M | $44,238 | $334,923 |
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, LEWIS, CHESS & COMPANY, LLP | Auditor | — | — | $0 |
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 | $49,322 | — | $49,322 | — | — |
| 2023 | $55,417 | — | $55,417 | — | — |
| 2022 | $48,803 | — | $48,803 | — | — |