# U.S. Lumber Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/u-s-lumber-group-llc-401k-plan

> U.S. Lumber Group LLC's 401(k) plan: 3,926 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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