Retirement plan

TRI-STATE VENEER AND LUMBER 401(K) PROFIT SHARING PLAN

Name: TRI-STATE VENEER AND LUMBER LTD. - TRI-STATE VENEER AND LUMBER 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: TRI-STATE VENEER AND LUMBER LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-STATE VENEER AND LUMBER 401(K) PROFIT SHARING PLAN, TRI-STATE VENEER AND LUMBER LTD.

TRI-STATE VENEER AND LUMBER LTD.EIN 27-1266573Plan #001PY 2025

224 LONGVIEW CT. - DOVER, OH 44622304-559-9495usveneerlogs.comLinkedIn11-50 employeesretail

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$107K

+34.9% from 2024

Total participants

+7.7% from 2024

Average account balance

$7,673

+25.2% from 2024

Annual return

18.11%

+5.26 pp from 2024

Benchmarks

See 7,810 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort7,810 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$107K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$8K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$20

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$275

$46 / participant

Other / not subdivided$275100.0%

% of EOY assets

0.256%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,673

$213,785-96.4%

$185,441-95.9%

$155,188-95.1%

Participation rate

100.0%

83.2%+16.8pp

80.3%+19.7pp

80.8%+19.2pp

Annual return

18.11%

19.97%-1.9pp

20.16%-2.1pp

148.84%-130.7pp

Employer contribution / active EE

$1,611

$5,393-70.1%

$4,672-65.5%

$4,248-62.1%

Participant deferral / active EE

$613

$6,864-91.1%

$6,152-90.0%

$6,531-90.6%

Admin fee / account holder

$20

$21,134-99.9%

$17,890-99.9%

$14,480-99.9%

TRI-STATE VENEER AND LUMBER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-STATE VENEER AND LUMBER 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion