# Schmidbauer Lumber, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schmidbauer-lumber-inc-401k-plan

> Schmidbauer Lumber, INC.'s 401(k) plan: 599 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — FINANCIAL ADVISOR

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/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|

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