Plan Snapshot
- Plan Sponsor: Yoder Lumber Company, INC.
- Sponsor EIN: 340969815
- Sponsor Address: 4515 TOWNSHIP ROAD 367, MILLERSBURG, OH, 44654
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $8.4M
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 | 147 | $8.4M | $101,048 | $355,178 |
| 2023 | 153 | $8.2M | $103,489 | $365,434 |
| 2022 | 150 | $7.0M | $99,726 | $353,185 |
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 |
|---|---|---|---|---|
| PERSHING, LLC | Other Service Provider | $14,406 | — | $14,406 |
| HUMMEL GROUP, INC. | Other Service Provider | $13,959 | — | $13,959 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,365
- Estimated Expense Ratio: 0.338% 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 | $35,210 | $13,958 | $16,702 | — | — |
| 2023 | $35,003 | $14,539 | $20,464 | — | — |
| 2022 | $44,358 | $15,005 | $29,353 | — | — |