Plan Snapshot
- Plan Sponsor: Kurt J Lesker Co
- Sponsor EIN: 251193626
- Sponsor Address: 1925 ROUTE 51, JEFFERSON HILLS, PA, 150253681
- Plan Type: 401(k)
- Total Participants: 361
- Total Assets: $52.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 361 | $52.7M | $851,403 | $2.7M |
| 2023 | 365 | $45.0M | $793,823 | $2.6M |
| 2022 | 349 | $39.5M | $707,535 | $2.3M |
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 |
|---|---|---|---|---|
| GROSSMAN, YANAK & FORD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN, YANAK & FORD — 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 | $92,697 | — | $92,697 | — | — |
| 2023 | $77,331 | — | $77,331 | — | — |
| 2022 | $78,000 | — | $78,000 | — | — |