Plan Snapshot
- Plan Sponsor: L& W Engineering, INC.
- Sponsor EIN: 351343267
- Sponsor Address: 107 INDUSTRIAL PARKWAY, MIDDLEBURY, IN, 46540
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $7.2M
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 | 197 | $7.2M | $187,013 | $416,891 |
| 2023 | 174 | $6.0M | $217,012 | $451,471 |
| 2022 | 165 | $4.6M | $196,408 | $467,095 |
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 |
|---|---|---|---|---|
| KRUGGEL, LAWTON & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL, LAWTON & COMPANY, LLC — 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 | $403,573 | — | $16,424 | — | — |
| 2023 | $16,024 | — | — | — | — |
| 2022 | $17,307 | — | — | — | — |