Plan Snapshot
- Plan Sponsor: La Petite Academy, INC.
- Sponsor EIN: 431243221
- Sponsor Address: PO BOX 8647, CAROL STREAM, MI, 601978647
- Plan Type: 401(k)
- Total Participants: 19,717
- Total Assets: $101.4M
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 | 19,717 | $101.4M | $2.3M | $9.5M |
| 2023 | 18,143 | $88.7M | $2.2M | $8.5M |
| 2022 | 21,437 | $73.4M | $2.8M | $7.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $318,834 | — | $318,834 |
| BKS RETIREMENT SERVICES | Investment Advisor | $30,000 | — | $30,000 |
| PLANTE & MORAN PLLC | Other Service Provider | $27,000 | — | $27,000 |
| UHY LLP | Auditor | $11,085 | — | $11,085 |
| BALDWIN GROUP WEALTH ADVISORS LLC | Investment Advisor | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $394,419
- Estimated Expense Ratio: 0.389% 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 | $394,420 | $37,500 | $318,835 | — | — |
| 2023 | $340,581 | $30,000 | $250,981 | — | — |
| 2022 | $289,944 | $30,000 | $229,954 | — | $29,990 |