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Original filing (PDF)20241014150952NAL0015175459001
STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
Form 5500
FILING_RECEIVED
STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY DUNN LUMBER CO., INC.
401(k) retirement plan
Active participants
399
Accounts w/ balance
490
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS.
Plan sponsor
Name
STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS
EIN
46-3765488
Address
701 WESTCHESTER AVENUE, SUITE 320 E · WHITE PLAINS, NY · 10604
Phone
(866) 633-4015
Industry
Retail Tradesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 872-3473
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SWEENEY CONRAD, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANCE TRUST COMPANY | 58-1428634 | — | CUSTODIAL | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | — | RECORDKEEPER | $120K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUTINA FINANCIAL | 20-2951773 | — | INVESTMENT ADVISORY | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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