# Lac Acquisition, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lac-acquisition-llc-401k-plan

> Lac Acquisition, LLC's 401(k) plan: 1,697 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lac Acquisition, LLC

- **Sponsor EIN:** 832007393

- **Sponsor Address:** 1827 E IRELAND ROAD, SOUTH BEND, IN, 46614

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

- **Total Participants:** 1,697

- **Total Assets:** $18.2M

## 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|1,697|$18.2M|$27,320|$1.4M|

| 2023|699|$15.2M|$5,293|$743,716|

| 2022|479|$14.8M|$0|$663,959|

## 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|

| CREATIVE PLANNING, LLC|RETAINED BY CLIENT|$63,586|—|$63,586|

| JOHN HANCOCK RETIREMENT PLAN SRVCS|RETAINED BY CLIENT|$28,274|—|$28,274|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — RETAINED BY CLIENT

- [JOHN HANCOCK RETIREMENT PLAN SRVCS](https://planprovider.pro/provider/john-hancock) — RETAINED BY CLIENT

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $91,860

- **Estimated Expense Ratio:** 0.504% 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|$91,860|$63,586|$28,274|—|—|

| 2023|$134,242|—|$134,242|—|—|

| 2022|$125,021|$96,653|$28,368|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lac-acquisition-llc-401k-plan)

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