Plan Snapshot
- Plan Sponsor: Sterling Lumber & Investment Company
- Sponsor EIN: 840328810
- Sponsor Address: 11148 BENTON STREET SUITE 200, BROOMFIELD, CO, 80020
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 135 | $17.9M | $813,865 | $556,340 |
| 2023 | 134 | $16.9M | $866,991 | $591,860 |
| 2022 | 123 | $14.7M | $1.2M | $540,179 |
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 |
|---|---|---|---|---|
| R W & ASSOCIATES, PC | 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 | $14,427 | — | — | — | — |
| 2023 | $5,053 | — | — | — | — |
| 2022 | $10,910 | — | $10,910 | — | — |