# Lancaster Colony Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lancaster-colony-corporation-401k-plan

> Lancaster Colony Corporation's 401(k) plan: 2,800 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$47,234|—|$47,234|

| CBIZ CPAS P,C|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $47,234

- **Estimated Expense Ratio:** 0.032% 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|$47,234|$23,084|—|—|—|

| 2023|$40,059|$17,246|—|—|—|

| 2022|$35,459|—|—|—|—|

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