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: 5,006
- Total Assets: $129.3M
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. |
|---|---|---|---|---|
| 2024 | 5,006 | $129.3M | $6.7M | $12.8M |
| 2023 | 4,779 | $115.3M | $5.4M | $11.7M |
| 2022 | 5,347 | $100.0M | $5.8M | $10.9M |
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 | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.010% 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 | $344,015 | $30,611 | — | $12,500 | — |
| 2023 | $374,835 | $32,448 | — | $10,000 | — |
| 2022 | $473,388 | $33,058 | — | — | — |