Plan Snapshot
- Plan Sponsor: Lgg Industrial
- Sponsor EIN: 464585115
- Sponsor Address: 650 WASHINGTON ROAD, PITTSBURGH, PA, 15228
- Plan Type: 401(k)
- Total Participants: 793
- Total Assets: $84.0M
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 | 793 | $84.0M | $1.6M | $4.8M |
| 2023 | 753 | $77.0M | $1.7M | $4.7M |
| 2022 | 848 | $97.0M | $2.4M | $6.6M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | ADVISOR | $81,728 | — | $81,728 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $69,882 | — | $69,882 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- 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: $151,610
- Estimated Expense Ratio: 0.181% 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 | $151,610 | $81,728 | — | — | — |
| 2023 | $164,925 | $85,631 | — | — | — |
| 2022 | $239,159 | — | — | — | — |