# Kruggel, Lawton & Co., LLC 401(k) Plan
Source: https://planprovider.pro/companies/kruggel-lawton-co-llc-401k-plan

> Kruggel, Lawton & Co., LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/kruggel-lawton-co-llc-401k-plan)

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