Plan Snapshot
- Plan Sponsor: Lh Carbide Tool & Die Corporation
- Sponsor EIN: 351138811
- Sponsor Address: 4420 CLUBVIEW DR., FORT WAYNE, IN, 46804
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $22.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 235 | $22.1M | $93,100 | $944,989 |
| 2023 | 246 | $20.9M | $101,237 | $1.0M |
| 2022 | 262 | $18.6M | $93,466 | $1.0M |
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 |
|---|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT LLC | SERVICE PROVIDER | — | $49,141 | $49,141 |
| BADEN GAGE & SCHROEDER LLC | OTHER FES | $14,424 | — | $14,424 |
| VOYA RETIREMENT INSURANCE & ANNUITY | OTHER | $10,250 | — | $10,250 |
| BADEN, GAGE & SCHROEDER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE & SCHROEDER LLC — OTHER FES
- BADEN, GAGE & SCHROEDER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,815
- Estimated Expense Ratio: 0.333% 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 | $24,675 | $4,251 | $5,300 | — | — |
| 2023 | $23,417 | $3,542 | $6,625 | — | — |
| 2022 | $9,032 | — | — | — | — |