# H.W. Lochner, INC. 401(k) Plan
Source: https://planprovider.pro/companies/h-w-lochner-inc-401k-plan

> H.W. Lochner, INC.'s 401(k) plan: 797 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.W. Lochner, INC.

- **Sponsor EIN:** 362338811

- **Sponsor Address:** 225 W. WASHINGTON STREET, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 797

- **Total Assets:** $151.1M

## 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|797|$151.1M|$2.3M|$5.3M|

| 2023|644|$137.4M|$1.7M|$4.6M|

| 2022|621|$118.0M|$1.1M|$3.9M|

## 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|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$122,800|$63,241|$35,775|—|—|

| 2023|$119,132|$25,864|$21,753|—|—|

| 2022|$41,963|—|$41,963|—|—|

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