Plan Snapshot
- Plan Sponsor: Lg&E And Ku Energy, LLC
- Sponsor EIN: 200523163
- Sponsor Address: 2701 EASTPOINT PARKWAY, LOUISVILLE, KY, 40223
- Plan Type: DB
- Total Participants: 670
- Total Assets: $1.0B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 670 | $1.0B | $0 | $0 |
| 2023 | 742 | $1.1B | $0 | $0 |
| 2022 | 833 | $1.1B | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $20,477 | — | $20,477 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,477
- Estimated Expense Ratio: 0.002% 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 | $2,135,487 | $271,339 | $289,569 | $20,477 | — |
| 2023 | $4,210,806 | $271,076 | $306,666 | $24,400 | — |
| 2022 | $744,848 | -$122,117 | $334,132 | — | $107,969 |