Plan Snapshot
- Plan Sponsor: Lamberti Usa, INC.
- Sponsor EIN: 061593158
- Sponsor Address: PO BOX 1000, HUNGERFORD, TX, 77448
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 141 | $13.0M | $508,057 | $692,690 |
| 2023 | 137 | $11.7M | $477,913 | $596,357 |
| 2022 | 132 | $10.1M | $422,920 | $565,210 |
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 |
|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | SERVICE PROVIDER & TPA | $5,495 | $5,876 | $11,371 |
| RILEY & COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RILEY & COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,371
- Estimated Expense Ratio: 0.087% 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 | $10,025 | — | — | — | — |
| 2023 | $13,592 | — | $13,592 | — | — |
| 2022 | $6,350 | — | $6,350 | — | — |