Plan Snapshot
- Plan Sponsor: Lezzer Holdings, INC.
- Sponsor EIN: 260000502
- Sponsor Address: 311 SCHOFIELD STREET, CURWENSVILLE, PA, 168331434
- Plan Type: 401(k)
- Total Participants: 462
- Total Assets: $26.2M
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 | 462 | $26.2M | $0 | $1.4M |
| 2023 | 424 | $23.9M | $0 | $1.3M |
| 2022 | 426 | $20.1M | $0 | $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 |
|---|---|---|---|---|
| ROBERT W. BAIRD & CO., INC. | Investment Advisor | $62,334 | — | $62,334 |
| METRO BENEFITS, INC. | Other Service Provider | $14,353 | — | $14,353 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $12,159 | — | $12,159 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,846
- Estimated Expense Ratio: 0.339% 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 | $88,845 | — | $88,845 | — | — |
| 2023 | $78,926 | — | $75,573 | — | — |
| 2022 | $100,256 | $51,972 | $47,474 | — | — |