Plan Snapshot
- Plan Sponsor: Landura Management Associates
- Sponsor EIN: 561547933
- Sponsor Address: 4623 COUNTRY CLUB ROAD, WINSTON-SALEM, NC, 27114
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $2.3M
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 | 83 | $2.3M | $60,307 | $136,116 |
| 2023 | 107 | $2.2M | $59,294 | $130,927 |
| 2022 | 106 | $2.0M | $59,400 | $134,794 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & CO — Auditor
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 | $18,359 | $467 | $17,892 | — | — |
| 2023 | $17,395 | $408 | $16,987 | — | — |
| 2022 | $19,756 | — | $19,756 | — | — |