# Lewis Brothers Bakeries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lewis-brothers-bakeries-inc-401k-plan

> Lewis Brothers Bakeries, INC.'s 401(k) plan: 1,214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lewis-brothers-bakeries-inc-401k-plan)

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