Plan Snapshot
- Plan Sponsor: Lennox International INC.
- Sponsor EIN: 420991521
- Sponsor Address: 2140 LAKE PARK BLVD., RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Plan Number: 102
- Total Participants: 0
- Total Assets: $122.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $122.8M | $0 | $0 |
| 2023 | 0 | $130.7M | $0 | $0 |
| 2022 | 0 | $106.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| FID INST ASSET MGMT CO | Other Service Provider | $265,180 | — | $265,180 |
| FID MGMT TRUST CO | Recordkeeper | $203,376 | — | $203,376 |
| PRICEWATERHOUSECOOPERS, LLC | Auditor | $90,000 | — | $90,000 |
| PRUDENTIAL TRUST COMPANY | Other Service Provider | $60,474 | — | $60,474 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $33,000 | — | $33,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID MGMT TRUST CO — Recordkeeper
- PRICEWATERHOUSECOOPERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $652,030
- Estimated Expense Ratio: 0.531% 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 | $996,295 | $325,654 | — | $33,000 | — |
| 2023 | $1,814,392 | $359,398 | — | $30,000 | — |
| 2022 | $1,674,225 | $387,406 | — | — | $105,000 |