Plan Snapshot
- Plan Sponsor: H.F. Lenz Company
- Sponsor EIN: 251007465
- Sponsor Address: 1407 SCALP AVE, JOHNSTOWN, PA, 159043329
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $55.9M
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 | 196 | $55.9M | $961,082 | $1.6M |
| 2023 | 182 | $52.3M | $751,316 | $1.5M |
| 2022 | 168 | $47.5M | $710,107 | $1.4M |
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 |
|---|---|---|---|---|
| WESSEL & COMPANY | Auditor | $57,457 | — | $57,457 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,457
- Estimated Expense Ratio: 0.103% 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 | $119,835 | — | $62,378 | $57,457 | — |
| 2023 | $115,907 | $55,134 | $60,773 | — | — |
| 2022 | $109,852 | — | $109,852 | — | — |