Retirement plan

LIESE LUMBER CO., INC. 401(K) PLAN

Name: LIESE LUMBER CO., INC. - LIESE LUMBER CO., INC. 401(K) PLAN (2025) Form 5500
Creator: LIESE LUMBER CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIESE LUMBER CO., INC. 401(K) PLAN, LIESE LUMBER CO., INC.

LIESE LUMBER CO., INC.EIN 37-0952977Plan #003PY 2025

319 EAST MAIN STREET - BELLEVILLE, IL 62220618-234-0105lieselumber.comLinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+6.5% from 2024

Total participants

-15.6% from 2024

Average account balance

$141,328

+11.4% from 2024

Annual return

13.67%

-2.18 pp from 2024

Benchmarks

See 14,553 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort14,553 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.11M

Not enough data

1 years with asset history on file

Average account balance

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

$141K

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.

95.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$153K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17150

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$377K

$16405 / participant

Other / not subdivided$377K100.0%

% of EOY assets

12.135%

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

$141,328

$115,225+22.7%

$100,712+40.3%

$138,895+1.8%

Participation rate

78.3%

74.3%+3.9pp

69.3%+9.0pp

79.9%-1.7pp

Annual return

13.67%

40.35%-26.7pp

33.27%-19.6pp

145.39%-131.7pp

Employer contribution / active EE

$2,717

$2,771-2.0%

$2,313+17.5%

$4,194-35.2%

Participant deferral / active EE

$3,938

$4,699-16.2%

$4,085-3.6%

$6,396-38.4%

Admin fee / account holder

$17,150

$10,844+58.2%

$9,256+85.3%

$12,562+36.5%

LIESE LUMBER CO., INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LIESE LUMBER CO., INC. 401(K) 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