Plan Snapshot
- Plan Sponsor: Lesaffre International Corporation
- Sponsor EIN: 980042186
- Sponsor Address: 7475 WEST MAIN ST, MILWAUKEE, WI, 532141552
- Plan Type: 401(k)
- Total Participants: 631
- Total Assets: $117.6M
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 | 631 | $117.6M | $508,949 | $5.6M |
| 2023 | 589 | $108.6M | $3.8M | $4.9M |
| 2022 | 522 | $91.3M | $3.8M | $4.1M |
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 |
|---|---|---|---|---|
| DENALI WEALTH MANAGEMENT- CARL VALI | INVESTMENT ADVISOR | $17,500 | — | $17,500 |
| VANGUARD GROUP | RECORDKEEPER | $15,935 | — | $15,935 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $11,036 | — | $11,036 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $10,831 | — | $10,831 |
| REILLY, PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,302
- Estimated Expense Ratio: 0.047% 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 | $55,302 | $28,331 | — | — | — |
| 2023 | $60,255 | $6,000 | — | — | — |
| 2022 | $93,774 | — | — | — | $93,774 |