# Tibbetts Lumber Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/tibbetts-lumber-co-llc-401k-plan

> Tibbetts Lumber Co., LLC's 401(k) plan: 419 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tibbetts Lumber Co., LLC

- **Sponsor EIN:** 264721539

- **Sponsor Address:** 2857 EXECUTIVE DRIVE, CLEARWATER, FL, 33762

- **Plan Type:** 401(k)

- **Total Participants:** 419

- **Total Assets:** $9.8M

## 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|419|$9.8M|$242,967|$1.3M|

| 2023|373|$7.7M|$250,715|$1.1M|

| 2022|370|$5.6M|$201,815|$1.0M|

## 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|

| CBIZ CPAS 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|$9,781|—|—|—|—|

| 2023|$8,088|—|—|—|—|

| 2022|$6,207|—|—|—|—|

## Similar Plans

- [Ro-Mac Lumber & Supply, INC.](https://planprovider.pro/companies/ro-mac-lumber-supply-inc-401k-plan) — 327 participants

- [Manning Building Supplies, INC.](https://planprovider.pro/companies/manning-building-supplies-inc-plan-001) — 254 participants

- [Dan'S Fan City, INC.](https://planprovider.pro/companies/dan-s-fan-city-inc-401k-plan) — 109 participants

- [Pinnacle Express, INC.](https://planprovider.pro/companies/pinnacle-express-inc-401k-plan) — 76 participants

- [Dugger Investments Company, INC. Dba Haven Building Products](https://planprovider.pro/companies/dugger-investments-company-inc-dba-haven-building-products-plan) — 47 participants

- [J.H. Dowling, INC.](https://planprovider.pro/companies/j-h-dowling-inc-plan) — 18 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tibbetts-lumber-co-llc-401k-plan)

© 2026 PlanProvider.Pro