Plan Snapshot
- Plan Sponsor: Lewco, INC
- Sponsor EIN: 341006008
- Sponsor Address: 706 LANE STREET, SANDUSKY, OH, 44870
- Plan Type: 401(k)
- Total Participants: 509
- Total Assets: $16.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 509 | $16.3M | $862,573 | $2.1M |
| 2023 | 448 | $12.3M | $643,012 | $1.4M |
| 2022 | 274 | $8.7M | $467,647 | $1.2M |
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 |
|---|---|---|---|---|
| FOURTH DIMENSION WEALTH LLC | INVESTMENT ADVISORY | $43,436 | — | $43,436 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $30,240 | — | $30,240 |
| TRINITY PENSION CONSULTANTS INC | TPA | $22,027 | — | $22,027 |
| LPL FINANCIAL | INVESTMENT ADVISORY | $6,821 | — | $6,821 |
| REHMANN ROBSON LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,524
- Estimated Expense Ratio: 0.630% 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 | $105,465 | — | $105,465 | — | — |
| 2023 | $41,595 | — | $41,595 | — | — |
| 2022 | $31,533 | — | — | — | $31,533 |