Plan Snapshot
- Plan Sponsor: Lancaster Colony Corporation
- Sponsor EIN: 131955943
- Sponsor Address: 380 POLARIS PARKWAY, SUITE 400, WESTERVILLE, OH, 43082
- Plan Type: 401(k)
- Total Participants: 2,800
- Total Assets: $146.3M
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 | 2,800 | $146.3M | $6.6M | $11.1M |
| 2023 | 2,645 | $125.1M | $6.0M | $10.3M |
| 2022 | 2,443 | $103.3M | $5.3M | $9.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P,C | 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 | $47,234 | $23,084 | — | — | — |
| 2023 | $40,059 | $17,246 | — | — | — |
| 2022 | $35,459 | — | — | — | — |