Claude Howard Lumber 401(k) match, vesting and fees
What Claude Howard Lumber's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Dabbs, Hickman, Hill, & Cannon, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Claude Howard Lumber: employer contribution per participant | $1,978 | |
| Peer median | $1,847 |
| Claude Howard Lumber: average balance | $62,403 | |
| Peer median | $65,512 |
| Claude Howard Lumber: admin expenses ÷ assets | 0.68% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $10.1M at the end of plan year 2021 to $13.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 246 | $13.9M | $441K | $1,978 | 0.68% | Not published | Form 5500 ↗ |
| 2023 | 238 | $12.2M | $411K | $1,858 | 0.76% | Not published | Form 5500 ↗ |
| 2022 | 168 | $9.2M | $290K | $2,000 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 151 | $10.1M | $239K | $1,913 | 0.50% | Not published | Form 5500 ↗ |
Common questions
Does Claude Howard Lumber match 401(k) contributions?
The match terms for the Claude Howard Lumber Company, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $441K in employer contributions, about $1,978 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Claude Howard Lumber 401(k) match vested?
The vesting schedule for the Claude Howard Lumber Company, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Claude Howard Lumber 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Claude Howard Lumber Company, Inc..
I left Claude Howard Lumber. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Claude Howard Lumber Company, Inc., (912) 764-5621) or the recordkeeper, Newport Group, Inc.. The Claude Howard Lumber old 401(k) page lists the contacts from every plan filing. Find an old Claude Howard Lumber 401(k)
Data from the public Form 5500 annual reports Claude Howard Lumber filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Claude Howard Lumber. Not financial advice. Report a correction · Methodology