# Lawrence Transportation Company 401(k) Plan
Source: https://planprovider.pro/companies/lawrence-transportation-company-401k-plan

> Lawrence Transportation Company's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lawrence Transportation Company

- **Sponsor EIN:** 411884879

- **Sponsor Address:** 1515 INDUSTRIAL DRIVE NW, ROCHESTER, MN, 559010792

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

- **Total Participants:** 99

- **Total Assets:** $4.0M

## 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|99|$4.0M|$83,821|$325,721|

| 2023|92|$3.4M|$70,441|$277,416|

| 2022|83|$3.1M|$72,857|$276,058|

## 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|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|INVESTMENT ADVISORY|—|$15,509|$15,509|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$13,405|—|$13,405|

| SMITH SCHAFER & ASSOCIATES, LTD.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,914

- **Estimated Expense Ratio:** 0.731% 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|$13,406|—|$13,406|—|—|

| 2023|$11,197|—|$11,197|—|—|

| 2022|$12,015|—|$12,015|—|—|

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