# Lambert Global, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lambert-global-llc-401k-plan

> Lambert Global, LLC's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lambert Global, LLC

- **Sponsor EIN:** 383428160

- **Sponsor Address:** 47 COMMERCE AVE SW, GRAND RAPIDS, MI, 49503

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

- **Total Participants:** 73

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|73|$7.4M|$141,572|$680,739|

| 2023|86|$8.1M|$112,541|$636,415|

| 2022|93|$6.6M|$128,268|$695,414|

## 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|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

## 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|$55,070|$31,528|—|—|—|

| 2023|$47,833|$9,295|—|—|—|

| 2022|$45,154|—|—|—|$45,154|

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