# Allen Lund Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/allen-lund-company-llc-401k-plan

> Allen Lund Company, LLC's 401(k) plan: 692 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — 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|—|—|

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