Plan Snapshot
- Plan Sponsor: Lamers Bus Lines, INC.
- Sponsor EIN: 391190033
- Sponsor Address: 2407 S POINT RD 2407 SOUTH POINT RD, GREEN BAY, WI, 543135498
- Plan Type: 401(k)
- Total Participants: 1,334
- Total Assets: $26.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,334 | $26.6M | $272,417 | $1.1M |
| 2023 | 1,316 | $24.7M | $232,580 | $992,948 |
| 2022 | 1,299 | $21.7M | $250,000 | $952,540 |
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 |
|---|---|---|---|---|
| KERBERROSE SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBERROSE SC — Auditor
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 | $8,959 | — | — | — | — |
| 2023 | $8,151 | — | $1,505 | — | — |
| 2022 | $6,960 | — | $6,960 | — | — |