Plan Snapshot
- Plan Sponsor: R.P. Lumber Co., INC.
- Sponsor EIN: 371056629
- Sponsor Address: 514 E. VANDALIA ST., EDWARDSVILLE, IL, 620251855
- Plan Type: 401(k)
- Total Participants: 939
- Total Assets: $34.6M
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 | 939 | $34.6M | $1.1M | $3.0M |
| 2023 | 741 | $30.6M | $343,975 | $2.9M |
| 2022 | 1,118 | $28.4M | $205,526 | $2.8M |
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 |
|---|---|---|---|---|
| SCHEFFEL BOYLE | Auditor | $24,400 | — | $24,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,400
- Estimated Expense Ratio: 0.071% 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 | $157,424 | $11,854 | $300 | $24,400 | — |
| 2023 | $156,935 | $64,488 | $1,200 | $10,300 | — |
| 2022 | $87,611 | $10,386 | — | — | — |