# Arvos Ljungstrom LLC DB Plan
Source: https://planprovider.pro/companies/arvos-ljungstrom-llc-plan

> Arvos Ljungstrom LLC's DB plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Arvos Ljungstrom LLC

- **Sponsor EIN:** 465240112

- **Sponsor Address:** 3020 TRUAX ROAD, WELLSVILLE, NY, 14895

- **Plan Type:** DB

- **Total Participants:** 89

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|89|$20.3M|$165,000|$0|

| 2023|97|$20.8M|$731,000|$0|

| 2022|104|$19.4M|$945,000|$0|

## 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|

| MELLON CAPITAL MANAGEMENT|NONE|$106,971|—|$106,971|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,971

- **Estimated Expense Ratio:** 0.527% 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|$198,651|—|—|—|—|

| 2023|$294,488|—|—|—|—|

| 2022|$374,670|$109,014|—|—|—|

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