Back to filter
Original filing (PDF)20251014160103NAL0003345617001
84 LUMBER COMPANY, L.P.
Form 5500
FILING_RECEIVED
AMENDED AND RESTATED SAVINGS FUND PLAN FOR EMPLOYEES OF 84 LUMBER COMPANY
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
9,227
Accounts w/ balance
10,613
Plan assets (EOY)
$779.5M
Net assets (EOY)
$779.5M
How this plan invests
This plan
15 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: DRYDEN S&P 500 INDEX FUND (SAB) (extraction pending)]" is 26% of plan.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 84 LUMBER COMPANY, L.P..
Plan sponsor
Name
84 LUMBER COMPANY, L.P.
EIN
25-1613116
Address
1019 ROUTE 519 BUILDING NO. 8 · EIGHTY-FOUR, PA · 15330
Phone
(724) 228-8820
Industry
Retail Tradesee all
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH, LEWIS, CHESS AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $223K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| W B KANIA & ASSOCIATES LLC | — | UNIONTOWN, PA | AUDITOR | $13K | — |
Investments
1 direct security · 15 pooled funds· $582.8M(75% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$343.5M
6 holdings
Common Collective Trust
$160.2M
9 holdings
Uncategorized
$79.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $129.5M | 16.6% | |
| [DFE: LARGE CAP GROWTH II FUND (MANAGED BY ALLIANCEBERNSTEIN) (SACG) (extraction pending)] | — | — | — | $79.1M | 10.2% | |
| LG CAP GRW II (MGD BY ALLIANCEBERNS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $79.1M | 10.2% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $44.4M | 5.7% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $42.7M | 5.5% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $35.4M | 4.5% | |
| PRUDENTIAL CORE PLUS BOND FUND PGIM INVESTMENTS · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $31.6M | 4.0% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $28.0M | 3.6% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $25.1M | 3.2% | |
| WT T. ROWE PRICE RET DATE 2030 TR C GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $24.5M | 3.1% | |
| WT T. ROWE PRICE RET DATE 2040 TR C GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $22.8M | 2.9% | |
| WT T. ROWE PRICE RET DATE 2050 TR C GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $16.1M | 2.1% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $12.4M | 1.6% | |
| WT T. ROWE PRICE RET DATE 2020 TR C GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.6% | |
| WT T. ROWE PRICE RET DATE 2060 TR C GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.6% | |
| WT T. ROWE PRICE RET DATE 2010 TR C GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.4% |