Plan Snapshot
- Plan Sponsor: Lassonde Pappas And Company, INC.
- Sponsor EIN: 210648161
- Sponsor Address: 3 EXECUTIVE CAMPUS, SUITE 200, CHERRY HILL, NJ, 08002
- Plan Type: 401(k)
- Total Participants: 815
- Total Assets: $64.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 815 | $64.0M | $2.1M | $3.9M |
| 2023 | 755 | $57.5M | $1.8M | $3.2M |
| 2022 | 633 | $44.7M | $1.5M | $2.9M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $154,968 | — | $154,968 |
| BKC,CPAS,PC | Auditor | — | — | $0 |
Verified Provider Profiles
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Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,968
- Estimated Expense Ratio: 0.242% 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 | $154,968 | $141,968 | — | — | — |
| 2023 | $137,876 | $125,956 | — | — | — |
| 2022 | $137,940 | — | — | — | — |