Plan Snapshot
- Plan Sponsor: Ziegler Lumber Company
- Sponsor EIN: 910714519
- Sponsor Address: 620 EAST HOLLAND AVENUE, SPOKANE, WA, 99218
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 154 | $6.4M | $71,578 | $470,266 |
| 2023 | 158 | $5.2M | $70,883 | $445,844 |
| 2022 | 155 | $4.0M | $58,751 | $372,794 |
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 |
|---|---|---|---|---|
| FRUCI & ASSOCIATES, PS | 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 | $675 | — | — | — | — |
| 2023 | $275 | — | — | — | — |
| 2022 | $475 | — | — | — | — |