# Larson Management INC. 401(k) Plan
Source: https://planprovider.pro/companies/larson-management-inc-401k-plan

> Larson Management INC.'s 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Larson Management INC.

- **Sponsor EIN:** 391681041

- **Sponsor Address:** 3502 OAKWOOD MALL DR STE A, EAU CLAIRE, WI, 54701

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

- **Total Participants:** 238

- **Total Assets:** $4.2M

## 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|238|$4.2M|$46,701|$290,440|

| 2023|242|$3.6M|$53,336|$276,771|

| 2022|219|$3.0M|$45,249|$236,313|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$3,536|$24,154|$27,690|

| EDWARD D JONES AND CO|NONE|—|$9,627|$9,627|

| WIPFLI|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,317

- **Estimated Expense Ratio:** 0.889% 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|$3,011|—|$3,011|—|—|

| 2023|$2,020|—|$2,020|—|—|

| 2022|$908|—|$908|—|—|

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