Plan Snapshot
- Plan Sponsor: Landis Supermarket, INC.
- Sponsor EIN: 231680446
- Sponsor Address: 2685 COUNTY LINE ROAD, TELFORD, PA, 18969
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 222
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 222 | $12.9M | $34,805 | $312,271 |
| 2023 | 212 | $16.0M | $31,372 | $319,621 |
| 2022 | 215 | $13.5M | $33,637 | $346,243 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $50,628 | — | $50,628 |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | Other Service Provider | $22,955 | — | $22,955 |
| BAUM, SMITH & CLEMENS, LLP | Other Service Provider | $13,099 | — | $13,099 |
| CETERA INVESTMENT ADVISERS LLC | Other Service Provider | $10,528 | — | $10,528 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,210
- Estimated Expense Ratio: 0.751% 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 | $97,215 | $33,482 | $63,733 | — | — |
| 2023 | $93,519 | $33,608 | $59,911 | — | — |
| 2022 | $101,016 | — | $101,016 | — | — |