Plan Snapshot
- Plan Sponsor: Leman U.S.A. INC.
- Sponsor EIN: 391539537
- Sponsor Address: 1860 RENAISSANCE BLVD, STURTEVANT, WI, 531771743
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 84 | $9.4M | $300,587 | $400,222 |
| 2023 | 112 | $8.4M | $267,581 | $523,681 |
| 2022 | 145 | $7.6M | $399,081 | $477,395 |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS, S | 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 | $23,673 | $22,323 | — | — | — |
| 2023 | $19,924 | $18,574 | — | — | — |
| 2022 | $21,762 | — | $21,762 | — | — |