Plan Ledger DOL Form 5500 · updated monthly

Interstate & Lakeland Lumber Corp.401(k)

INTERSTATE & LAKELAND LUMBER CORP. 401(K) PLAN · GREENWICH, CT · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Interstate & Lakeland Lumber Corp. reported $61,523 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $6,686 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 429th-largest of 1,106 plans among Connecticut employers on file, and the 1,035th of 5,215 in retail trade. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,899,219
Participants with balances125
Active participants126
Employer contributions$842,413
Employee contributions$988,584
Employer contribution per active participant$6,686
Average account balance$239,194
Benefits paid to participants$459,732
Plan auditUnmodified (clean) audit opinion
AuditorPERLSON LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,175
Investment management$24,348
Total administrative$61,523
The Interstate & Lakeland Lumber Corp. 401(k) match · 2024
Employer contribution per active participant$6,686
Median for plans this size$2,416

Interstate & Lakeland Lumber Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
ADP, INC$27,162
MERRILL LYNCH · Investment advisory (participants)$24,348
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,238

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

Administrative cost history1
2024$61,523 · 0.22%
Same employer
Similar plansRetail Trade · Connecticut
Sdi Stores, LLC CT$34.6M · 0.48%
Prrc, Inc. CT$31.9M · 0.11%
Santa Fuel, Inc. CT$30.0M · 0.12%
Hoffman Enterprises CT$29.6M · 0.43%
Miller Motorcars, Inc. CT$27.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060401200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.