Plan Snapshot
- Plan Sponsor: Pleasant River Lumber Company
- Sponsor EIN: 010465420
- Sponsor Address: 432 MILO ROAD, DOVER-FOXCROFT, ME, 04426
- Plan Type: 401(k)
- Total Participants: 552
- Total Assets: $21.6M
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 | 552 | $21.6M | $972,088 | $1.7M |
| 2023 | 600 | $19.2M | $1.0M | $1.8M |
| 2022 | 684 | $17.8M | $931,834 | $1.6M |
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 |
|---|---|---|---|---|
| BAKER NEWMAN NOYES LLC | Auditor | $13,500 | — | $13,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,500
- Estimated Expense Ratio: 0.063% 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 | $118,866 | — | $8,679 | $13,500 | — |
| 2023 | $86,229 | — | $13,210 | — | — |
| 2022 | $29,539 | — | $29,539 | — | — |