Plan Snapshot
- Plan Sponsor: Lancaster Ltd
- Sponsor EIN: 363838340
- Sponsor Address: 5061 NORTH PULASKI, CHICAGO, IL, 60630
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $5.9M
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 | 75 | $5.9M | $71,579 | $284,190 |
| 2023 | 91 | $12.4M | $177,901 | $770,941 |
| 2022 | 207 | $11.3M | $184,734 | $824,818 |
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 | $55,623 | $18,023 | $7,794 | — | — |
| 2023 | $17,269 | — | — | — | — |
| 2022 | $5,916 | — | — | — | — |