Dunn Lumber 401(k) match, vesting and fees
What Dunn 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Sweeney Conrad, P.S. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Dunn Lumber: employer contribution per participant | $716 | |
| Peer median | $1,216 |
| Dunn Lumber: average balance | $63,157 | |
| Peer median | $50,590 |
| Dunn Lumber: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 498 | $29.9M | $339K | $716 | 0.51% | Not published | Form 5500 ↗ |
Common questions
Does Dunn Lumber match 401(k) contributions?
The match terms for the Storehouse Multiple Employer Plan Adopted by Dunn Lumber Co., Inc. have not been published from its filing yet. The plan year 2024 filing reports $339K in employer contributions, about $716 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Dunn Lumber 401(k) match vested?
The vesting schedule for the Storehouse Multiple Employer Plan Adopted by Dunn Lumber Co., Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Dunn Lumber 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Pentegra Services, Inc.
I left Dunn Lumber. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pentegra Services, Inc, (800) 872-3473) or the recordkeeper, Empower Annuity Insurance Company. The Dunn Lumber old 401(k) page lists the contacts from every plan filing. Find an old Dunn Lumber 401(k)
Data from the public Form 5500 annual reports Dunn Lumber filed with the U.S. Department of Labor (plan years 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 Dunn Lumber. Not financial advice. Report a correction · Methodology