· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
F.D. STERRITT LUMBER CO. — F.D. STERRITT LUMBER CO. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630120633NAL0017259984001
F.D. STERRITT LUMBER CO.
Form 5500-SF
FILING_RECEIVED
F.D. STERRITT LUMBER CO. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
23
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
F.D. STERRITT LUMBER CO.
.
Find decision makers
Plan sponsor
Name
F.D. STERRITT LUMBER CO.
EIN
04-1870810
Address
110 ARLINGTON STREET · WATERTOWN, MA · 02472
Phone
(617) 923-0707
Industry
Wholesale Trade
see all
Plan administrator
Name
F.D. STERRITT LUMBER CO.
EIN
04-1870810
City
WATERTOWN, MA
Phone
(617) 923-0707
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
REESE CENTRAL WHOLESALE, INC.
REESE CENTRAL WHOLESALE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$3.3M · 106 participants
SECOR LUMBER CO., INC.
SECOR LUMBER CO., INC. 401(K) PROFIT SHARING PLAN
$3.3M · 76 participants
CHICOPEE CONCRETE SERVICE, INC.
CHICOPEE CONCRETE 401(K) SAVINGS PLAN
$3.3M · 35 participants
WEATHERLYS, INC.
WEATHERLY'S, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
$3.3M · 33 participants
ALABAMA BRICK DELIVERY, INC.
ALABAMA BRICK DELIVERY, INC. 401(K) PROFIT SHARING PLAN
80
Knocking points off
66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.3M · 28 participants
BRENNEMAN LUMBER CO INC
BRENNEMAN LUMBER CO INC 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 15 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
