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SUNDANCE LUMBER COMPANY, INC. — SUNDANCE LUMBER 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250401143038NAL0013545554001
SUNDANCE LUMBER COMPANY, INC.
Form 5500-SF
FILING_RECEIVED
SUNDANCE LUMBER 401(K) PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
65
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUNDANCE LUMBER COMPANY, INC.
.
Find decision makers
Plan sponsor
Name
SUNDANCE LUMBER COMPANY, INC.
EIN
93-0631638
Address
P.O. BOX 109 · SPRINGFIELD, OR · 97477
Phone
(541) 746-2563
Industry
Wholesale Trade
see 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
2025-04-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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STERN & COMPANY, LLC
STERN & COMPANY, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 6 participants
TILE WHOLESALERS OF ROCHESTER
TILE WHOLESALERS OF ROCHESTER PROFIT SHARING PLAN
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Large plans in Oregon
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SEPARATE ACCOUNT A
$12.5B
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$12.1B
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$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
