Plan Snapshot
- Plan Sponsor: Lasalle Bristol, L.P.
- Sponsor EIN: 351499063
- Sponsor Address: 601 COUNTY ROAD 17, ELKHART, IN, 46516
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $24.1M
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 | 375 | $24.1M | $854,774 | $1.7M |
| 2023 | 337 | $22.1M | $767,019 | $1.5M |
| 2022 | 393 | $20.0M | $845,390 | $1.6M |
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 |
|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $44,818 | — | $44,818 |
| KRUGGEL LAWTON & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL LAWTON & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,818
- Estimated Expense Ratio: 0.186% 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 | $44,913 | $44,818 | — | — | — |
| 2023 | $37,357 | $34,567 | $1,755 | — | — |
| 2022 | $43,266 | $40,379 | $2,087 | — | — |