Plan Snapshot
- Plan Sponsor: Kruggel, Lawton & Co., LLC
- Sponsor EIN: 351307701
- Sponsor Address: 210 S. MICHIGAN, SUITE 200, SOUTH BEND, IN, 46601
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 131 | $19.7M | $521,503 | $1.2M |
| 2023 | 114 | $20.6M | $672,157 | $1.1M |
| 2022 | 105 | $17.1M | $802,162 | $1.1M |
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 |
|---|---|---|---|---|
| FLAGEL HUBER FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL HUBER FLAGEL — 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 | $92,749 | — | $92,749 | — | — |
| 2023 | $83,739 | — | $83,739 | — | — |
| 2022 | $87,011 | — | $87,011 | — | — |