Plan Snapshot
- Plan Sponsor: Schmidbauer Lumber, INC.
- Sponsor EIN: 942196486
- Sponsor Address: 1099 W. WATERFRONT DRIVE, EUREKA, CA, 95502
- Plan Type: 401(k)
- Total Participants: 599
- Total Assets: $71.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 599 | $71.5M | $1.5M | $2.8M |
| 2023 | 584 | $66.3M | $3.0M | $2.6M |
| 2022 | 523 | $60.1M | $7.9M | $2.7M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | FINANCIAL ADVISOR | $170,377 | — | $170,377 |
| BIDWELL CONSULTING SERVICES INC | TPA | $61,168 | — | $61,168 |
| PLATFORM CPAS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — FINANCIAL ADVISOR
- PLATFORM CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,545
- Estimated Expense Ratio: 0.324% 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 | $290,076 | $170,376 | $58,532 | — | — |
| 2023 | $250,343 | $145,888 | $48,595 | — | — |
| 2022 | $228,769 | $128,900 | $42,416 | — | $57,453 |