Plan Snapshot
- Plan Sponsor: Lewis Bolt & Nut Company
- Sponsor EIN: 410375180
- Sponsor Address: P.O BOX 830, LAJUNTA, CO, 81050
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $12.0M
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 | 206 | $12.0M | $532,465 | $785,470 |
| 2023 | 228 | $10.0M | $517,488 | $682,894 |
| 2022 | 226 | $7.6M | $457,643 | $610,952 |
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 |
|---|---|---|---|---|
| LB CARLSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LB CARLSON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,538 | $30,510 | — | — | — |
| 2023 | $33,171 | $25,471 | — | — | — |
| 2022 | $31,675 | — | — | — | — |