Plan Snapshot
- Plan Sponsor: Lennox International INC.
- Sponsor EIN: 420991521
- Sponsor Address: 2140 LAKE PARK BLVD., RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 3,851
- Total Assets: $818.5M
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 | 3,851 | $818.5M | $22.5M | $35.4M |
| 2023 | 3,597 | $731.6M | $19.9M | $31.6M |
| 2022 | 3,525 | $626.5M | $19.4M | $29.9M |
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 |
|---|---|---|---|---|
| CLARK,SCHAEFER,HACKETT & CO | 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 | $327,209 | $192,441 | — | — | — |
| 2023 | $496,264 | $183,782 | — | $15,000 | — |
| 2022 | $417,448 | $181,150 | — | — | — |