Plan Ledger DOL Form 5500 · updated monthly

84 Lumber Company, L.P.401(k)

AMENDED AND RESTATED SAVINGS FUND PLAN FOR EMPLOYEES OF 84 LUMBER COMPANY · EIGHTY-FOUR, PA · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

84 Lumber Company, L.P. reported $518,286 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,667 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 99th-largest of 3,651 plans among Pennsylvania employers on file, and the 84th of 5,215 in retail trade. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 7,685 to 9,227 since 2022.

Plan summary
Net assets, end of year$779,459,378
Participants with balances10,613
Active participants9,227
Employer contributions$43,066,405
Employee contributions$39,545,857
Employer contribution per active participant$4,667
Average account balance$73,444
Benefits paid to participants$44,550,895
Plan auditDisclaimer of opinion
AuditorSMITH, LEWIS, CHESS AND COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$779.5M · 10,613 accts · $43.1M emplr
2023$655.9M · 9,678 accts · $43.6M emplr
2022$518.7M · 9,433 accts · $58.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$216,293
Investment management$50,000
Audit (IQPA)$12,750
Total administrative$518,286
The 84 Lumber Company, L.P. 401(k) match · 2024
Employer contribution per active participant$4,667
Median for plans this size$4,294
2024$4,667 per active participant
2023$5,081 per active participant
2022$7,616 per active participant

84 Lumber Company, L.P.'s 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$50,000
W B KANIA & ASSOCIATES LLC · Accounting / audit$12,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$518,286 · 0.07%
2023$281,013 · 0.05%
2022$286,402 · 0.05%
Same employer
Similar plansRetail Trade · Pennsylvania
The Giant Company LLC PA$991.5M · 0.07%
Dick's Sporting Goods, Inc. PA$883.7M · 0.08%
Giant Eagle, Inc. PA$845.1M · 0.10%
Sheetz, Inc PA$778.4M · 0.14%
Amerigas Propane, Inc. PA$530.0M · 0.10%
Urban Outfitters, Inc. PA$513.3M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251613116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.