Plan Snapshot
- Plan Sponsor: Lamb-Star Engineering, LLC
- Sponsor EIN: 203799667
- Sponsor Address: 3801 PARKWOOD BOULEVARD, SUITE 550, FRISCO, TX, 75034
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $17.0M
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 | 126 | $17.0M | $1.5M | $876,567 |
| 2023 | 134 | $14.8M | $2.4M | $836,106 |
| 2022 | 120 | $11.4M | $359,090 | $694,244 |
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 | $72,050 | — | $72,050 |
| GENEOS WEALTH MANAGEMENT INC | INVESTMENT ADVISOR | — | $37,765 | $37,765 |
| NOVA 401(K) ASSOCIATES | THIRD PARTY ADMINISTRATOR | — | $7,803 | $7,803 |
| RUSSON + JOHNSTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSON + JOHNSTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,618
- Estimated Expense Ratio: 0.690% 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 | $72,050 | — | $72,050 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |