Plan Snapshot
- Plan Sponsor: Lavelle Industries, INC.
- Sponsor EIN: 363566803
- Sponsor Address: 665 MCHENRY STREET, BURLINGTON, WI, 531052129
- Plan Type: 401(k)
- Total Participants: 372
- Total Assets: $47.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 372 | $47.2M | $1.5M | $1.9M |
| 2023 | 404 | $41.1M | $1.4M | $1.7M |
| 2022 | 425 | $35.0M | $1.3M | $1.6M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $100,094 | $16,493 | $83,601 | — | — |
| 2023 | $93,601 | $16,355 | $77,246 | — | — |
| 2022 | $91,688 | $16,492 | $75,196 | — | — |