Plan Snapshot
- Plan Sponsor: Ehrhardts' Lebanon, L.L.C.
- Sponsor EIN: 431712491
- Sponsor Address: 103 ST. ROBERT PLAZA DRIVE, SAINT ROBERT, MO, 65584
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 185 | $9.7M | $353,605 | $406,965 |
| 2023 | 157 | $8.6M | $312,567 | $346,341 |
| 2022 | 108 | $7.1M | $241,809 | $297,444 |
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 |
|---|---|---|---|---|
| ROBERTS, MCKENZIE, MANGAN, & CUMMIN | Auditor | $5,967 | — | $5,967 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,967
- Estimated Expense Ratio: 0.061% 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 | $91,744 | $63,885 | $2,300 | $5,967 | — |
| 2023 | $70,193 | $67,297 | $2,896 | — | — |
| 2022 | $62,568 | $48,202 | $10,923 | — | $3,443 |