# Lauterbach & Amen, LLP 401(k) Plan
Source: https://planprovider.pro/companies/lauterbach-amen-llp-401k-plan

> Lauterbach & Amen, LLP's 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lauterbach & Amen, LLP

- **Sponsor EIN:** 364133681

- **Sponsor Address:** 668 NORTH RIVER ROAD, NAPERVILLE, IL, 60563

- **Plan Type:** 401(k)

- **Total Participants:** 193

- **Total Assets:** $15.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|193|$15.8M|$547,340|$1.4M|

| 2023|197|$12.7M|$482,571|$1.2M|

| 2022|199|$9.6M|$417,955|$1.1M|

## 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|

| SWALLING & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SWALLING & ASSOCIATES, P.C.](https://planprovider.pro/provider/swalling-and-associates-pc) — 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|$6,060|—|$6,060|—|—|

| 2023|$4,890|—|$4,890|—|—|

| 2022|$3,295|—|$3,295|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lauterbach-amen-llp-401k-plan)

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