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Original filing (PDF)20251007151711NAL0004967841001
ELDREDGE LUMBER & HARDWARE, INC.
Form 5500
FILING_RECEIVED
ELDREDGE LUMBER & HARDWARE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~2835 bps in Sched C fees
Active participants
28
Accounts w/ balance
28
Plan assets (EOY)
$138K
Net assets (EOY)
$0
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 2835 bps in Schedule C fees — 1694% above peer band of 158 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELDREDGE LUMBER & HARDWARE, INC..
Plan sponsor
Name
ELDREDGE LUMBER & HARDWARE, INC.
EIN
01-0372296
Address
627 US ROUTE 1, PO BOX 69 · CAPE NEDDICK, ME · 03902
Phone
(207) 363-2004
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN AND NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | NONE | $33K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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