Plan Snapshot
- Plan Sponsor: Teal Jones Lumber Services, INC.
- Sponsor EIN: 270101074
- Sponsor Address: 530 W. FRONT STREET, SUMAS, WA, 98295
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 100 | $9.1M | $524,709 | $786,875 |
| 2023 | 282 | $9.5M | $708,383 | $1.0M |
| 2022 | 318 | $7.4M | $701,669 | $947,424 |
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 |
|---|---|---|---|---|
| PENSION PLAN SPECIALISTS | TPA | $48,725 | — | $48,725 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $31,572 | — | $31,572 |
| PICKETT, CHANEY & MCMULLEN LLP | AUDITOR | $19,600 | — | $19,600 |
| CAMBRIDGE INVESTMENT GROUP | INVESTMENT ADVISOR | $19,034 | — | $19,034 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,931
- Estimated Expense Ratio: 1.303% 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 | $78,397 | $19,695 | $25,457 | — | — |
| 2023 | $107,867 | $16,517 | $55,445 | — | — |
| 2022 | $75,120 | $15,008 | $41,245 | — | — |