# J.R. Carlson Laboratories, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-r-carlson-laboratories-inc-401k-plan

> J.R. Carlson Laboratories, INC.'s 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J.R. Carlson Laboratories, INC.

- **Sponsor EIN:** 362672870

- **Sponsor Address:** 100 SCHELTER RD., LINCOLNSHIRE, IL, 60069

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

- **Total Participants:** 145

- **Total Assets:** $18.9M

## 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|145|$18.9M|$566,742|$936,170|

| 2023|143|$16.3M|$513,155|$761,019|

| 2022|136|$13.4M|$497,851|$732,744|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$92,081|—|$92,081|

| LASALLE ST SECURITIES L.L.C.|OTHER SERVICES|—|$63,483|$63,483|

| THE PENSION SPECIALISTS, LTD.|TPA|$520|$16,951|$17,471|

| WARADY & DAVIS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WARADY & DAVIS](https://planprovider.pro/provider/warady-and-davis-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $173,035

- **Estimated Expense Ratio:** 0.914% 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|$92,602|—|$92,602|—|—|

| 2023|$74,824|—|$74,824|—|—|

| 2022|$3,100|—|$3,100|—|—|

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