# Lamberti Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lamberti-usa-inc-401k-plan

> Lamberti Usa, INC.'s 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/riley-and-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lamberti-usa-inc-401k-plan)

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