Plan Snapshot
- Plan Sponsor: Lewis Brothers Bakeries, INC.
- Sponsor EIN: 370636783
- Sponsor Address: 1220 WEST MICHIGAN STREET, EVANSVILLE, IN, 47710
- Plan Type: 401(k)
- Total Participants: 1,214
- Total Assets: $28.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,214 | $28.7M | $396,959 | $1.4M |
| 2023 | 1,321 | $26.5M | $383,826 | $1.3M |
| 2022 | 254 | $22.9M | $381,298 | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICE | SERVICE PROVIDER | — | $47,494 | $47,494 |
| CBIZ BENEFITS & INSURANCE SERVICES | THIRD PARTY ADMINISTRATO | — | $13,511 | $13,511 |
| ATLAS CPAS AND ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATLAS CPAS AND ADVISORS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,005
- Estimated Expense Ratio: 0.213% 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 | $84,369 | — | $82,969 | — | — |
| 2023 | $65,458 | $9,531 | $51,577 | — | — |
| 2022 | $1,400 | — | $1,400 | — | — |