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Original filing (PDF)20250826160438NAL0004539507001
SCHMIDBAUER LUMBER, INC.
Form 5500
FILING_RECEIVED
SCHMIDBAUER LUMBER SAWMILLS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
599
Accounts w/ balance
754
Plan assets (EOY)
$71.5M
Net assets (EOY)
$71.5M
How this plan invests
This plan
28 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 102% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHMIDBAUER LUMBER, INC..
Plan sponsor
Name
SCHMIDBAUER LUMBER, INC.
EIN
94-2196486
Address
1099 W. WATERFRONT DRIVE · EUREKA, CA · 95502
Phone
(707) 443-7024
Industry
Manufacturingsee 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
2025-08-26
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLATFORM CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | MENLO PARK, CA | FINANCIAL ADVISOR | $170K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIDWELL CONSULTING SERVICES INC | 20-3039384 | CHICO, CA | TPA | $61K | — |
Investments
28 pooled funds· $70.0M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2035 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10.1M | 14.1% | |
| VANGUARD TARGET RET 2030 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8.2M | 11.5% | |
| VANGUARD TARGET RET 2040 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8.2M | 11.5% | |
| VANGUARD TARGET RET 2025 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.7M | 10.8% | |
| VANGUARD TARGET RET 2045 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.9M | 8.3% | |
| VANGUARD TARGET RET 2050 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.4M | 7.6% | |
| VANGUARD TARGET RET 2060 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.8M | 5.4% | |
| VANGUARD TARGET RET 2020 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.4M | 4.8% | |
| VANGUARD TARGET RET 2055 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.2M | 4.5% | |
| VANGUARD TARGET RET 2065 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.6% | |
| JPMORGAN US GOVT MMKT CAP CL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 2.5% | |
| DFA US LARGE COMPANY PRT INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 2.2% | |
| JP MORGAN LARGE GROWTH R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 2.0% | |
| VANGUARD TTL BD MKT IND ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.7% | |
| JH STABLE VALUE GUARANTEED INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $927K | 1.3% | |
| VANGUARD DEV MRKTS INDX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $805K | 1.1% | |
| COLUMBIA SEL LC VAL INSTL 2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $681K | 1.0% | |
| EAGLE MID CAP GROWTH FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $564K | 0.8% | |
| VANGUARD SM CAP INDEX FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $507K | 0.7% | |
| VANGUARD MID CAP INDEX ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $444K | 0.6% | |
| BLACKROCK HIGH YLD BD PRT K JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $371K | 0.5% | |
| FIDELITY EMERG MKTS INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $344K | 0.5% | |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $323K | 0.5% | |
| VANGUARD TARGET RET INCOME FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $323K | 0.5% | |
| VANGUARD INTL GROWTH FUND ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $226K | 0.3% | |
| VANGUARD SHRT TRM GRADE AD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $186K | 0.3% | |
| MFS MID CAP VALUE FD R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $144K | 0.2% | |
| DFA US TARGETED VALUE PRT I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $126K | 0.2% |
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