Plan Snapshot
- Plan Sponsor: Lasalle Bristol LP
- Sponsor EIN: 351499063
- Sponsor Address: PO BOX 98, ELKHART, IN, 465150098
- Plan Type: DB
- Total Participants: 23
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23 | $8.8M | $380,868 | $0 |
| 2023 | 26 | $9.8M | $409,050 | $0 |
| 2022 | 27 | $10.2M | $154,796 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $31,817 | — | $31,817 |
| MILLIMAN INC | Recordkeeper | $21,418 | — | $21,418 |
| CONCURRENT INVESTMENT ADVISORS LLC | Recordkeeper | $13,683 | — | $13,683 |
| BANK OF AMERICA | Other Service Provider | $7,500 | — | $7,500 |
| WELLS FARGO BANK | Other Service Provider | $5,854 | — | $5,854 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — Recordkeeper
- CONCURRENT INVESTMENT ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,272
- Estimated Expense Ratio: 0.909% 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 | $129,538 | $63,454 | $31,817 | — | — |
| 2023 | $145,598 | $108,372 | $37,226 | — | — |
| 2022 | $131,538 | $101,770 | $29,768 | — | — |