Plan Snapshot
- Plan Sponsor: Lamps Plus INC
- Sponsor EIN: 953033131
- Sponsor Address: 20250 PLUMMER ST, CHATSWORTH, CA, 91311
- Plan Type: 401(k)
- Total Participants: 812
- Total Assets: $58.6M
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 | 812 | $58.6M | $471,842 | $4.0M |
| 2023 | 891 | $62.1M | $539,844 | $4.3M |
| 2022 | 942 | $53.6M | $529,231 | $4.3M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $23,302 | — | $23,302 |
| TRENT D. BRYSON | INVESTMENT ADVISOR | $22,500 | — | $22,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,859 | — | $21,859 |
| MOSS ADAMS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MOSS ADAMS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,661
- Estimated Expense Ratio: 0.115% 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 | $67,661 | $45,802 | — | — | — |
| 2023 | $28,414 | $12 | — | — | — |
| 2022 | $20,191 | — | — | — | — |