Plan Snapshot
- Plan Sponsor: Lensing Wholesale INC.
- Sponsor EIN: 350838284
- Sponsor Address: 600 NORTH 6TH AVENUE, EVANSVILLE, IN, 47710
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $13.1M
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 | 135 | $13.1M | $231,475 | $775,732 |
| 2023 | 119 | $12.5M | $230,000 | $706,220 |
| 2022 | 127 | $13.2M | $113,828 | $683,635 |
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 |
|---|---|---|---|---|
| HARDING, SHYMANSKI & COMPANY, PSC | Auditor | $12,911 | — | $12,911 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING, SHYMANSKI & COMPANY, PSC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,911
- Estimated Expense Ratio: 0.099% 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 | $54,684 | $25,256 | — | $12,911 | — |
| 2023 | $40,008 | $25,800 | — | — | — |
| 2022 | $62,452 | — | — | — | — |