Plan Snapshot
- Plan Sponsor: Strait And Lamp Lumber Company, INC
- Sponsor EIN: 314417230
- Sponsor Address: 2500 CORPORATE EXCHANGE, SUITE 200, COLUMBUS, OH, 43231
- Plan Type: 401(k)
- Total Participants: 207
- Total Assets: $12.6M
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 | 207 | $12.6M | $154,301 | $791,132 |
| 2023 | 171 | $11.3M | $143,722 | $745,498 |
| 2022 | 177 | $9.5M | $144,980 | $743,189 |
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 |
|---|---|---|---|---|
| PW PARTNERS, LLC | Auditor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PW PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,500
- Estimated Expense Ratio: 0.059% 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 | $63,442 | — | — | $7,500 | — |
| 2023 | $58,995 | $25,994 | $6,790 | $7,500 | — |
| 2022 | $56,530 | — | $50,030 | — | — |