# Lane-Valente Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lane-valente-industries-inc-401k-plan

> Lane-Valente Industries, INC.'s 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lane-Valente Industries, INC.

- **Sponsor EIN:** 113459495

- **Sponsor Address:** 98 MAPLE AVENUE, SMITHTOWN, NY, 11787

- **Plan Type:** 401(k)

- **Total Participants:** 355

- **Total Assets:** $31.5M

## 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|355|$31.5M|$832,739|$1.9M|

| 2023|345|$25.5M|$777,551|$1.7M|

| 2022|316|$19.9M|$699,973|$1.5M|

## 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|

| WELLS FARGO ADVISORS FINANCIAL NETW|INVESTMENT/FINANCIAL ADVI|$69,068|—|$69,068|

| ADP, INC.|RECORD KEEPER|$45,936|—|$45,936|

| CRAIG FITZSIMMONS & MEYER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $115,004

- **Estimated Expense Ratio:** 0.365% 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|$115,004|$69,068|—|—|—|

| 2023|$92,477|$52,622|—|—|—|

| 2022|$87,443|—|—|—|—|

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