Plan Snapshot
- Plan Sponsor: L & L Products, INC.
- Sponsor EIN: 381587867
- Sponsor Address: 160 MCLEAN DRIVE, ROMEO, MI, 48065
- Plan Type: DC
- Total Participants: 568
- Total Assets: $185.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 568 | $185.8M | $6.0M | $5.2M |
| 2023 | 564 | $175.8M | $6.7M | $5.0M |
| 2022 | 542 | $151.4M | $5.3M | $4.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $130,924 | — | $130,924 |
| MERRILL LYNCH | Investment Advisor | $71,634 | — | $71,634 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- MERRILL LYNCH — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $202,558
- Estimated Expense Ratio: 0.109% 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 | $202,558 | $71,634 | — | — | — |
| 2023 | $174,603 | $52,906 | — | — | — |
| 2022 | $201,554 | $77,821 | — | — | — |