Plan Snapshot
- Plan Sponsor: Larson Design Group, INC.
- Sponsor EIN: 232615527
- Sponsor Address: 1000 COMMERCE PARK DR., WILLIAMSPORT, PA, 177015475
- Plan Type: 401(k)
- Total Participants: 496
- Total Assets: $56.9M
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 | 496 | $56.9M | $1.1M | $4.3M |
| 2023 | 458 | $45.9M | $1.0M | $4.0M |
| 2022 | 424 | $31.4M | $799,002 | $3.1M |
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 |
|---|---|---|---|---|
| STAMBAUGH NESS, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STAMBAUGH NESS, INC. — 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 | $88,482 | — | $88,482 | — | — |
| 2023 | $66,444 | — | $66,444 | — | — |
| 2022 | $52,662 | — | $52,662 | — | — |