How big is Williams Lumber Inc.'s plan?

Williams Lumber Inc.'s plan reported $14.2M in assets and 322 participants for 2024.

Original filing (PDF)20250624072758NAL0003934307001

Williams Lumber Inc.

Name: Williams Lumber Inc. — Williams Lumber Inc. 401(k), Form 5500 (2024)
Creator: Williams Lumber Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Williams Lumber Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Williams Lumber Inc.'s Williams Lumber Inc. 401(k) Profit Sharing Plan held $14.2M in plan assets for 322 participants in 2024, with Fidelity as recordkeeper.

Active participants

322

Accounts w/ balance

302

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

Jeannine Sottile signed Williams Lumber Inc.'s 2024 Form 5500 as plan administrator.

Jeannine Sottile — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Williams Lumber Inc.'s EIN is 14-1279525.

EIN 14-1279525

Plan number 002

Plan year 2024

ACK ID 20250624072758NAL0003934307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williams Lumber Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williams Lumber Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAMS LUMBER INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

WILLIAMS LUMBER INC.

EIN

all filings

Address

6760 ROUTE 9 · RHINEBECK, NY · 12572

Phone

(845) 876-7011

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PASQUA THOMAS	05-4442417	—	ADVISOR	$45K	—

Investments

37 direct securities· $13.8M(97% of reported assets)

Mutual Funds

$7.6M

21 holdings

Common Collective Trusts

$4.2M

6 holdings

U.S. Treasuries

$1.1M

4 holdings

Other securities

$784K

5 holdings

Bonds / Notes

$66K

1 holding

					% of plan
Investments * Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$2.1M	14.9%
Fidelity Advisor Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$1.3M	9.0%
Fidelity Advisor Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$1.1M	7.5%
Federated Ultrashort Bond Fund Institutional Shares Mutual fund	U.S. Treasuries	—	—	$766K	5.4%
Fidelity Advisor Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$734K	5.2%
Principal MidCap S&P 400 Index Fund Mutual fund	Common Collective Trusts	—	—	$657K	4.6%
Fidelity Advisor Freedom 2020 Fund Mutual fund	Mutual Funds	—	—	$596K	4.2%
Fidelity Advisor Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$549K	3.9%
Fidelity Government Money Market Fund Mutual fund	Mutual Funds	—	—	$543K	3.8%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$533K	3.8%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$497K	3.5%
Fidelity Advisor Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$482K	3.4%
Fidelity Advisor Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$363K	2.6%
Fidelity Advisor Freedom 2010 Fund Mutual fund	Mutual Funds	—	—	$337K	2.4%
Principal Real Estate Securities Fund Mutual fund	Other securities	—	—	$316K	2.2%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$281K	2.0%
Macquarie Systematic Emerging Markets Equity Fund Mutual fund	Other securities	—	—	$263K	1.9%
Dodge & Cox Global Bond I Fund Mutual fund	Mutual Funds	—	—	$224K	1.6%
Fidelity Advisor Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$217K	1.5%
Invesco Gold & Special Minerals - Class 6 Mutual fund	Mutual Funds	—	—	$214K	1.5%
PIMCO Income Fund Mutual fund	Mutual Funds	—	—	$212K	1.5%
Lord Abbett Short Duration Income Fund Mutual fund	Mutual Funds	—	—	$193K	1.4%
Fidelity Advisor Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$190K	1.3%
Fidelity Inflation-Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$169K	1.2%
Fidelity Advisor Freedom 2015 Fund Mutual fund	Mutual Funds	—	—	$165K	1.2%
Fidelity Short-Term Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$156K	1.1%
Fidelity Advisor Freedom 2065 Fund Mutual fund	Mutual Funds	—	—	$121K	0.9%
PIMCO Short-Term Fund Mutual fund	Mutual Funds	—	—	$119K	0.8%
BlackRock High Yield Portfolio Fund - Class K Mutual fund	Other securities	—	—	$115K	0.8%
Fidelity Intermediate Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$114K	0.8%
JPMorgan Core Plus Bond Fund Mutual fund	Other securities	—	—	$79K	0.6%
Credit Suisse Floating Rate High Income Fund Mutual fund	Bonds / Notes	—	—	$66K	0.5%
Fidelity Long-Term Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$38K	0.3%
Parametric Commodity Strategy I Fund Mutual fund	Other securities	—	—	$12K	<0.1%
Fidelity Advisor Asset Manager 20% Mutual fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Advisor Freedom 2070 Fund Mutual fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Advisor Freedom Income Fund Mutual fund	Mutual Funds	—	—	$3K	<0.1%