# Lh Carbide Tool & Die Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lh-carbide-tool-die-corporation-401k-plan

> Lh Carbide Tool & Die Corporation's 401(k) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baden-gage-and-schroeder-llc) — OTHER FES

- [BADEN, GAGE & SCHROEDER, LLC](https://planprovider.pro/provider/baden-gage-and-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|—|—|—|—|

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