Plan Snapshot
- Plan Sponsor: Lahlouh, INC.
- Sponsor EIN: 943025562
- Sponsor Address: 1649 ADRIAN ROAD, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $14.1M | $0 | $1.1M |
| 2023 | 220 | $15.8M | $0 | $1.1M |
| 2022 | 262 | $15.3M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $35,529 | — | $35,529 |
| PLAN DESIGN CONSULTANTS, INC. | Other Service Provider | $14,100 | — | $14,100 |
| RESOURCES INVESTMENT ADVISORS, LLC | Investment Advisor | $12,712 | — | $12,712 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,341
- Estimated Expense Ratio: 0.442% 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 | $53,960 | $53,960 | — | — | — |
| 2023 | $57,598 | — | $57,598 | — | — |
| 2022 | $53,416 | — | $53,416 | — | — |