# Lasalle Bristol, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/lasalle-bristol-lp-401k-plan

> Lasalle Bristol, L.P.'s 401(k) plan: 375 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kruggel-lawton-and-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|—|—|

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