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

> Larson Texts, INC.'s 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Larson Texts, INC.

- **Sponsor EIN:** 251685733

- **Sponsor Address:** 1762 NORCROSS ROAD, ERIE, PA, 16510

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

- **Total Participants:** 209

- **Total Assets:** $19.9M

## 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|209|$19.9M|$598,604|$1.1M|

| 2023|199|$17.6M|$565,013|$1.0M|

| 2022|180|$15.2M|$430,603|$735,099|

## 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|

| MCGILL, POWER, BELL & ASSOCIATES|Auditor|$15,690|—|$15,690|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,690

- **Estimated Expense Ratio:** 0.079% 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|$63,876|$44,842|$3,344|$15,690|—|

| 2023|$60,879|$42,332|$4,522|$14,025|—|

| 2022|$59,179|$43,354|$3,425|—|$12,400|

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