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Original filing (PDF)20250916081734NAL0001701473001
CONTRACT LUMBER, INC.
Form 5500
FILING_RECEIVED
CONTRACT LUMBER, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
753
Accounts w/ balance
653
Plan assets (EOY)
$49.9M
Net assets (EOY)
$49.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTRACT LUMBER, INC..
Plan sponsor
Name
CONTRACT LUMBER, INC.
EIN
31-1269968
Address
3245 HAZELTON-ETNA ROAD SW · PATASKALA, OH · 43062
Phone
(740) 964-3147
Industry
Constructionsee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $59K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $42K | — |
Investments
16 direct securities · 13 pooled funds· $49.9M(100% 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.
Common Collective Trust
$35.5M
13 holdings
Uncategorized
$14.4M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $7.5M | 14.9% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $5.4M | 10.9% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $4.9M | 9.8% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $4.6M | 9.3% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.7M | 7.4% | |
| Fidelity Investments FID LARGE C AP GROWTH IDX | — | — | — | $2.8M | 5.7% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $2.1M | 4.3% | |
| Vanguard VANG TOT STK MKT ADM | — | — | — | $2.0M | 4.0% | |
| Dodge & C ox DODGE & C OX INTL SK X | — | — | — | $1.8M | 3.6% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.8M | 3.5% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.5M | 3.0% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| Vanguard VANG EQUITY INC ADM | — | — | — | $1.1M | 2.2% | |
| Dodge & C ox DODGE & C OX INC OME X | — | — | — | $978K | 2.0% | |
| Principal PIF MIDC AP FUND I | — | — | — | $936K | 1.9% | |
| due at various maturity dates through 2030. | — | — | — | $911K | 1.8% | |
| PIMC O PIMC O INC OME INST | — | — | — | $752K | 1.5% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $746K | 1.5% | |
| Vanguard VANG SMC P GR IDX ADM | — | — | — | $578K | 1.2% | |
| Vanguard VANG MDC PVAL IDX ADM | — | — | — | $561K | 1.1% | |
| MFS Investments MFS VALUE R6 | — | — | — | $558K | 1.1% | |
| Vanguard VANG SMC PVL IDX ADM | — | — | — | $545K | 1.1% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $531K | 1.1% | |
| American Funds Investment AF BALANC ED R6 | — | — | — | $523K | 1.0% | |
| ohen & Steers C &S REAL ESTATE Z | — | — | — | $151K | 0.3% | |
| BlackRock BLKRK HI YLD BD INST | — | — | — | $128K | 0.3% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $7K | <0.1% |
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