Retirement plan

CUDAHY LUMBER COMPANY RESTATED 401(K) PROFIT SHARING PLAN

Name: CUDAHY LUMBER CO., INC. - CUDAHY LUMBER COMPANY RESTATED 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: CUDAHY LUMBER CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CUDAHY LUMBER COMPANY RESTATED 401(K) PROFIT SHARING PLAN, CUDAHY LUMBER CO., INC.

CUDAHY LUMBER CO., INC.EIN 93-0573227Plan #001PY 2024

PO BOX 25200 - PORTLAND, OR 972980200503-648-0831cudahylumber.comLinkedIn11-50 employeeswholesale

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$7.6M

+18.2% from 2023

Total participants

+27.8% from 2023

Average account balance

$328,688

-7.5% from 2023

Annual return

12.09%

-0.95 pp from 2023

Benchmarks

See 23,862 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,862 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.01M

Not enough data

1 years with asset history on file

Average account balance

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

$360K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$399K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2510

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 codes2E2J

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.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$25K

$1169 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.325%

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

$328,688

$166,242+97.7%

$165,071+99.1%

$145,884+125.3%

Participation rate

100.0%

82.0%+18.0pp

78.6%+21.4pp

80.3%+19.7pp

Annual return

12.09%

100.44%-88.4pp

70.17%-58.1pp

551.85%-539.8pp

Employer contribution / active EE

$15,476

$5,283+192.9%

$4,347+256.0%

$4,662+231.9%

Participant deferral / active EE

$3,137

$6,964-55.0%

$6,035-48.0%

$6,690-53.1%

Admin fee / account holder

$1,067

$16,658-93.6%

$12,695-91.6%

$13,392-92.0%

CUDAHY LUMBER COMPANY RESTATED 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CUDAHY LUMBER COMPANY RESTATED 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