Employers › Marvin Lumber and Cedar
Recordkeeping fees per participant · The Marvin Companies Profit Sharing and 401(k) Plan · plan year 2024
$35.66
Higher than 31% of the 1,697 plans $250M to 1B that report it.
= $319,883 / 8,970
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250623144934NAL0006053185001, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623144934NAL0006053185001, received 2025-06-23
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-23.
Administrative expenses excluding investment management, per participant
$36.95
Higher than 21% of the 2,324 plans $250M to 1B that report it.
= $331,447 / 8,970
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250623144934NAL0006053185001, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623144934NAL0006053185001, received 2025-06-23
Administrative expenses per participant
$100.27
Higher than 59% of the 2,405 plans $250M to 1B that report it.
= $899,446 / 8,970
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250623144934NAL0006053185001, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623144934NAL0006053185001, received 2025-06-23
Administrative expenses as a share of assets
0.130%
Higher than 78% of the 2,407 plans $250M to 1B that report it.
= $899,446 / $692,880,052
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250623144934NAL0006053185001, received 2025-06-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250623144934NAL0006053185001, received 2025-06-23
Employer contributions per participant
$2,123
Higher than 29% of the 2,457 plans $250M to 1B that report it.
= $19,046,862 / 8,970
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250623144934NAL0006053185001, received 2025-06-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623144934NAL0006053185001, received 2025-06-23
Employer share of total contributions
32.9%
Higher than 56% of the 2,459 plans $250M to 1B that report it.
= $19,046,862 / $57,843,071
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250623144934NAL0006053185001, received 2025-06-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250623144934NAL0006053185001, received 2025-06-23
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250623144934NAL0006053185001, received 2025-06-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MARVIN LUMBER AND CEDAR COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Plan name | THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Sponsor EIN / plan number | 41-0396845 / 333 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Sponsor location | WARROAD, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Industry (business code) | 321900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Filing received | 2025-06-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Participants, beginning of year | 8,109 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Active participants | 7,932 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Participants, end of year | 9,449 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Participants with an account balance | 8,970 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Total assets, beginning of year | $592,276,815 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Total assets, end of year | $692,880,052 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Net assets, end of year | $692,880,052 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Total income | $133,412,732 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Net income | $78,953,546 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Employer contributions | $19,046,862 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Participant contributions | $34,176,761 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Other contributions (incl. rollovers) | $4,619,448 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Total contributions | $57,843,071 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Benefit payments | $53,387,166 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Total expenses (incl. benefit payments) | $54,459,186 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Total administrative expenses | $899,446 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Recordkeeping fees | $319,883 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| IQPA audit fees | $10,064 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Investment advisory and management fees | $567,999 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Administrative expenses excluding investment management | $331,447 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Held in common/collective trusts | $492,033,014 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Held in mutual funds | $185,483,843 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250623144934NAL0006053185001, received 2025-06-23 |
| Independent auditor | CLIFTONLARSONALLEN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250623144934NAL0006053185001, received 2025-06-23 |
Position = column in the DOL layout for form year 2024. Filing 20250623144934NAL0006053185001, received 2025-06-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | NONE | 28 Investment management | $487,999 | no |
| EMPOWER ANNUITY INS CO OF AMERICArecordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $469,826 | yes |
| SAGEVIEW ADVISORY GROUP LLC | NONE | 27 Investment advisory (plan) | $80,000 | no |
| CLIFTONLARSONALLEN LLP | NONE | 10 Accounting (including auditing); 13 Contract administrator | $10,064 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250623144934NAL0006053185001, received 2025-06-23.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $592,276,815 | $692,880,052 | 17.0% |
| Participants with a balance | 7,772 | 8,970 | 15.4% |
| Administrative expenses | $919,359 | $899,446 | -2.2% |
| Recordkeeping fees per participant | $50.55 | $35.66 | -29.5% |
| Employer contributions | $16,661,498 | $19,046,862 | 14.3% |
Prior filing 20240624085403NAL0006187505001, received 2024-06-24; the plan years are contiguous.
Sponsor name as filed: MARVIN LUMBER AND CEDAR COMPANY; SEC registrant: MARVIN LUMBER & CEDAR CO (CIK 1021150, matched by EIN).