Plan Snapshot
- Plan Sponsor: Lemieux Group LP
- Sponsor EIN: 251863319
- Sponsor Address: 1001 FIFTH AVENUE, PITTSBURGH, PA, 15219
- Plan Type: DC
- Total Participants: 385
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 385 | $22.4M | $608,540 | $1.1M |
| 2023 | 626 | $23.2M | $596,739 | $1.1M |
| 2022 | 438 | $20.3M | $392,825 | $938,930 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $31,241 | — | $31,241 |
| PNC ASSET MANAGEMENT | ADVISOR | $28,792 | — | $28,792 |
| NEWPORT TRUST COMPANY | TRUSTEE | $7,198 | — | $7,198 |
| HILL, BARTH & KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL, BARTH & KING LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,231
- Estimated Expense Ratio: 0.300% 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 | $67,231 | $28,792 | $29,671 | — | — |
| 2023 | $61,108 | $25,656 | $22,560 | — | — |
| 2022 | $17,875 | $14,288 | — | — | $3,587 |