Original filing (PDF)20250115151816NAL0034496128001

GILCREST-JEWETT LUMBER COMPANY

Name: GILCREST-JEWETT LUMBER COMPANY — GILCREST-JEWETT LUMBER COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GILCREST-JEWETT LUMBER COMPANY

Form 5500

FILING_RECEIVED

GILCREST-JEWETT LUMBER COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 34.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 34.8 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GILCREST-JEWETT LUMBER COMPANY

EIN

42-1253389

Address

1100 SE ALICES ROAD · PO BOX 1000 · WAUKEE, IA · 50263

Phone

(515) 987-3600

Industry

Retail Tradesee all

Plan administrator

Name

US LBM, LLC

EIN

88-3219071

City

ATLANTA, GA

Phone

(902) 499-1287

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-04-05

Filed

2025-01-15

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
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$10K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LION STREET ADVISORS LLC	80-0946231	—	NONE	$12K	—

Investments

1 pooled fund· $0

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.