Plan Snapshot
- Plan Sponsor: Lego Systems, INC
- Sponsor EIN: 060891387
- Sponsor Address: 555 TAYLOR ROAD, ENFIELD, CT, 06082
- Plan Type: 401(k)
- Total Participants: 4,104
- Total Assets: $429.2M
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 | 4,104 | $429.2M | $18.0M | $14.2M |
| 2023 | 3,853 | $367.1M | $15.0M | $12.7M |
| 2022 | 3,038 | $299.5M | $12.9M | $11.2M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $38,500 | — | $38,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,500
- Estimated Expense Ratio: 0.009% 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 | $183,992 | $106,350 | — | $38,500 | — |
| 2023 | $178,944 | $113,837 | — | $22,100 | — |
| 2022 | $169,309 | $80,847 | — | — | — |