# Lisi Holding North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hi-shear-corporation-dba-lisi-aerospace-401k-plan

> Lisi Holding North America, INC.'s 401(k) plan: 1,870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/servatius-obrien-and-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|

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