Plan Snapshot
- Plan Sponsor: Lcor Incorporated
- Sponsor EIN: 232675778
- Sponsor Address: 1325 MORRIS DRIVE, CHESTERBROOK, PA, 19087
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 297
- Total Assets: $49.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 297 | $49.1M | $0 | $0 |
| 2024 | 228 | $42.4M | $933,600 | $2.1M |
| 2023 | 217 | $36.3M | $884,888 | $2.0M |
| 2022 | 225 | $31.8M | $807,821 | $1.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $23,795 | — | $23,795 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $7,811 | — | $7,811 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,606
- Estimated Expense Ratio: 0.064% 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 |
|---|---|---|---|---|---|
| 2025 | $3,778,438 | $7,811 | — | — | — |
| 2024 | $29,103 | $7,218 | — | — | — |
| 2023 | $25,360 | $5,883 | $300 | — | — |
| 2022 | $24,418 | $5,209 | — | — | — |