Plan Snapshot
- Plan Sponsor: U.S. Lumber Group LLC
- Sponsor EIN: 274877902
- Sponsor Address: 2160 SATELITE BLVD STE 450, DULUTH, GA, 300974360
- Plan Type: 401(k)
- Total Participants: 3,926
- Total Assets: $214.0M
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 | 3,926 | $214.0M | $6.6M | $20.2M |
| 2023 | 3,856 | $178.4M | $6.1M | $17.7M |
| 2022 | 3,437 | $122.1M | $6.1M | $15.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $433,196 | — | $433,196 |
| RPA FINANCIAL, LLC | INVESTMENT ADVISORY | $72,415 | — | $72,415 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $505,611
- Estimated Expense Ratio: 0.236% 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 | $505,611 | $72,415 | $433,196 | — | — |
| 2023 | $459,307 | $49,925 | $409,382 | — | — |
| 2022 | $430,639 | $49,932 | $380,707 | — | — |