Plan Snapshot
- Plan Sponsor: Lbx Company, LLC
- Sponsor EIN: 611331493
- Sponsor Address: 2004 BUCK LN, LEXINGTON, KY, 405111073
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $19.5M
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 | 119 | $19.5M | $546,543 | $1.0M |
| 2023 | 109 | $20.3M | $461,004 | $962,209 |
| 2022 | 96 | $16.7M | $445,259 | $835,941 |
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 |
|---|---|---|---|---|
| DEMING, MALONE, LIVESAY AND OSTROFF | Auditor | — | — | $0 |
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 | $12,742 | — | — | — | — |
| 2023 | $1,730 | — | — | $1,730 | — |
| 2022 | $1,840 | — | — | — | — |