Plan Snapshot
- Plan Sponsor: Lasseter Tractor Co INC
- Sponsor EIN: 580813297
- Sponsor Address: PO BOX 726, MOULTRIE, GA, 31776
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 162 | $13.0M | $304,263 | $736,400 |
| 2023 | 168 | $10.9M | $324,435 | $774,629 |
| 2022 | 165 | $8.5M | $306,449 | $734,359 |
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 |
|---|---|---|---|---|
| NICHOLS CAULEY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NICHOLS CAULEY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $72,948 | $38,787 | $30,511 | — | — |
| 2023 | $69,602 | $38,411 | $27,816 | — | — |
| 2022 | $69,904 | $34,694 | $33,060 | — | — |