Plan Snapshot
- Plan Sponsor: Lisi Holding North America, INC.
- Sponsor EIN: 952891381
- Sponsor Address: 2600 SKYPARK DRIVE, TORRANCE, CA, 90509
- Plan Type: 401(k)
- Total Participants: 1,870
- Total Assets: $142.8M
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 | 1,870 | $142.8M | $3.8M | $8.2M |
| 2023 | 1,638 | $129.7M | $3.7M | $7.6M |
| 2022 | 1,426 | $112.5M | $3.2M | $6.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $203,120 | — | $203,120 |
| CREATIVE PLANNING LLC | INVESTMENT ADVISOR | $131,142 | — | $131,142 |
| SERVATIUS O'BRIEN & FONG LLP | OTHER | $15,000 | — | $15,000 |
| SERVATIUS, O'BRIEN & FONG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SERVATIUS, O'BRIEN & FONG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $349,262
- Estimated Expense Ratio: 0.245% 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 | $349,262 | $131,142 | — | — | — |
| 2023 | $189,357 | $113,499 | $57,757 | $18,101 | — |
| 2022 | $147,109 | $55,758 | $67,301 | — | $22,000 |