Plan Snapshot
- Plan Sponsor: Sun Mountain Lumber Company
- Sponsor EIN: 200080113
- Sponsor Address: 181 GREENHOUSE ROAD, DEER LODGE, MT, 59722
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $7.1M
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 | 193 | $7.1M | $337,097 | $656,916 |
| 2023 | 184 | $5.9M | $199,651 | $385,485 |
| 2022 | 146 | $5.0M | $160,930 | $313,080 |
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 |
|---|---|---|---|---|
| NEWLAND & COMPANY, 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 | $12,999 | — | $12,999 | — | — |
| 2023 | $36,911 | — | $36,911 | — | — |
| 2022 | $35,794 | — | $35,794 | — | — |