Plan Snapshot
- Plan Sponsor: Lanzatech, INC.
- Sponsor EIN: 262599733
- Sponsor Address: 8045 LAMON AVE, SKOKIE, IL, 60077
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $28.0M
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 | 298 | $28.0M | $1.5M | $3.4M |
| 2023 | 325 | $21.9M | $1.2M | $3.1M |
| 2022 | 266 | $14.8M | $979,371 | $2.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $90,184 | — | $90,184 |
| MMA SECURITIES LLC | Investment Advisor | $20,417 | — | $20,417 |
| CREATIVE PLANNING HOLDCO LLC DBA CR | Investment Advisor | $13,477 | — | $13,477 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,078
- Estimated Expense Ratio: 0.443% 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 | $124,078 | $33,894 | — | — | — |
| 2023 | $95,096 | $35,000 | — | — | — |
| 2022 | $93,477 | $43,819 | $49,658 | — | — |