# Teal Jones Lumber Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/teal-jones-lumber-services-inc-401k-plan

> Teal Jones Lumber Services, INC.'s 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pickett-chaney-and-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|—|—|

## Similar Plans

- [Louws Truss, INC.](https://planprovider.pro/companies/louws-truss-inc-401k-plan) — 112 participants

- [Pacific Fibre Products, INC.](https://planprovider.pro/companies/pacific-fibre-products-inc-401k-plan) — 127 participants

- [Paxton Hardwoods LLC](https://planprovider.pro/companies/paxton-hardwoods-llc-401k-plan) — 137 participants

- [Tacoma Fixture Co. INC.](https://planprovider.pro/companies/tacoma-fixture-co-inc-plan) — 9 participants

- [Trinity Glass International, INC.](https://planprovider.pro/companies/trinity-glass-international-inc-401k-plan) — 227 participants

- [T.R.A. Industries, INC. Dba Huntwood Industries](https://planprovider.pro/companies/t-r-a-industries-inc-dba-huntwood-industries-401k-plan) — 511 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/teal-jones-lumber-services-inc-401k-plan)

© 2026 PlanProvider.Pro