Plan Snapshot
- Plan Sponsor: Lhp, INC
- Sponsor EIN: 204225139
- Sponsor Address: 1888 POSHARD DR, COLUMBUS, IN, 47203
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 762
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 762 | $28.2M | $0 | $0 |
| 2024 | 457 | $26.3M | $554,720 | $2.4M |
| 2023 | 415 | $22.0M | $580,073 | $2.5M |
| 2022 | 514 | $17.3M | $557,248 | $2.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $11,414 | — | $11,414 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $11,322 | — | $11,322 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $9,216 | — | $9,216 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,952
- Estimated Expense Ratio: 0.113% 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 |
|---|---|---|---|---|---|
| 2025 | $5,791,509 | $20,538 | — | $1,400 | — |
| 2024 | $13,888 | $7,788 | — | $3,000 | — |
| 2023 | $13,917 | $19,381 | — | — | — |
| 2022 | $22,923 | $6,357 | — | — | — |