# La-Z-Boy Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/la-z-boy-incorporated-401k-plan

> La-Z-Boy Incorporated's 401(k) plan: 6,609 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** La-Z-Boy Incorporated

- **Sponsor EIN:** 380751137

- **Sponsor Address:** ONE LA-Z-BOY DRIVE, MONROE, MI, 48162

- **Plan Type:** 401(k)

- **Total Participants:** 6,609

- **Total Assets:** $351.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|6,609|$351.3M|$14.2M|$20.2M|

| 2023|6,446|$312.6M|$17.4M|$11.6M|

| 2022|6,775|$274.7M|$10.2M|$16.2M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$645,661|—|$645,661|

| ROCATON INVESTMENT ADVISORS, LLC|CONSULTANT|$93,174|—|$93,174|

| CLIFTONLARSONALLEN LLP|ACCOUNTANT|$11,813|—|$11,813|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $750,648

- **Estimated Expense Ratio:** 0.214% 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|$750,039|$85,846|—|$11,813|—|

| 2023|$542,130|—|$98,246|$2,900|—|

| 2022|$140,159|—|—|—|—|

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