# Lassonde Pappas And Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lassonde-pappas-and-company-inc-401k-plan

> Lassonde Pappas And Company, INC.'s 401(k) plan: 815 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|—|—|—|—|

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