Plan Snapshot
- Plan Sponsor: W.M. Sheppard Lumber Co., INC.
- Sponsor EIN: 581184895
- Sponsor Address: 15175 HIGHWAY 80 EAST, BROOKLET, GA, 30415
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 52
- Total Assets: $120,271
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 52 | $120,271 | $474,065 | $136,769 |
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 |
|---|---|---|---|---|
| ASSURED PARTNERS (STATESBORO, GA) | Investment Advisor | $26,955 | — | $26,955 |
| THE BENECON GROUP | Investment Advisor | $12,562 | — | $12,562 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,319 | — | $6,319 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,836
- Estimated Expense Ratio: 38.111% 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 | $639,763 | — | — | — | — |