Original filing (PDF)20250915100102NAL0000985265001

WM. B. MORSE LUMBER CO.

Name: WM. B. MORSE LUMBER CO. — WM. B. MORSE TEAMSTERS BARGAINING UNIT RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WM. B. MORSE LUMBER CO.

Form 5500-SF

FILING_RECEIVED

WM. B. MORSE TEAMSTERS BARGAINING UNIT RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WM. B. MORSE LUMBER CO.

EIN

16-0560500all filings

Address

340 WEST MAIN STREET · ROCHESTER, NY · 14608

Phone

(585) 328-1400

Industry