# H.F. Lenz Company 401(k) Plan
Source: https://planprovider.pro/companies/h-f-lenz-company-401k-plan

> H.F. Lenz Company's 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/wessel-and-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|—|—|

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