# Larkin Hoffman Daly & Lindgren Ltd 401(k) Plan
Source: https://planprovider.pro/companies/larkin-hoffman-daly-lindgren-ltd-410953357-001

> Larkin Hoffman Daly & Lindgren Ltd's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Larkin Hoffman Daly & Lindgren Ltd

- **Sponsor EIN:** 410953357

- **Sponsor Address:** 8300 NORMAN CENTER DRIVE, MINNEAPOLIS, MN, 55437

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

- **Plan Number:** 001

- **Total Participants:** 156

- **Total Assets:** $97.0M

## 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|156|$97.0M|$0|$1.9M|

| 2023|151|$97.7M|$1.5M|$2.0M|

| 2022|139|$92.1M|$1.3M|$1.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$56,445|—|$56,445|

| LEGACY FINANCIAL ADVISORS CORP|Other Service Provider|$33,097|—|$33,097|

| ADVANCED CAPITAL GROUP|Investment Advisor|$11,500|—|$11,500|

| ADVANCED CAPITAL GROUP|Investment Advisor|$11,500|—|$11,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $112,542

- **Estimated Expense Ratio:** 0.116% 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|$112,954|$22,996|$56,861|—|—|

| 2023|$131,054|$45,994|$55,709|—|—|

| 2022|$126,232|$57,472|$44,138|—|—|

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