Plan Snapshot
- Plan Sponsor: Lafayette Group INC.
- Sponsor EIN: 541696125
- Sponsor Address: 4200 WILSON BOULEVARD, ARLINGTON, VA, 22203
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $14.3M
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 | 248 | $14.3M | $447,882 | $1.5M |
| 2023 | 246 | $11.1M | $304,393 | $1.2M |
| 2022 | 202 | $9.4M | $237,145 | $840,468 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — 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 | $65,548 | $12,094 | $35,313 | — | — |
| 2023 | $50,381 | $8,668 | $28,731 | — | — |
| 2022 | $44,581 | $7,231 | $26,504 | — | $10,846 |