Plan Snapshot
- Plan Sponsor: Allen Lund Company, LLC
- Sponsor EIN: 953301897
- Sponsor Address: 4529 ANGELES CREST HIGHWAY SUITE 30, LACANADA, CA, 910113247
- Plan Type: 401(k)
- Total Participants: 692
- Total Assets: $121.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 692 | $121.7M | $2.0M | $5.4M |
| 2023 | 643 | $104.6M | $2.1M | $5.7M |
| 2022 | 621 | $86.4M | $2.1M | $5.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | INVESTMENT ADVISOR | $106,343 | — | $106,343 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $14,424 | — | $14,424 |
| LUCAS, HORSFALL, MURPHY & PINDR | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCAS, HORSFALL, MURPHY & PINDR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,767
- Estimated Expense Ratio: 0.099% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $120,768 | $106,343 | — | — | — |
| 2023 | $102,057 | $89,743 | — | — | — |
| 2022 | $99,864 | — | $99,864 | — | — |