Plan Snapshot
- Plan Sponsor: Lico, INC.
- Sponsor EIN: 010653151
- Sponsor Address: 9230 E 47TH ST, KANSAS CITY, MO, 641331801
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $45.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 277 | $45.7M | $812,662 | $2.8M |
| 2023 | 277 | $41.6M | $733,173 | $2.6M |
| 2022 | 285 | $36.9M | $751,878 | $2.6M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $98,468 | $37,976 | $60,492 | — | — |
| 2023 | $91,301 | $37,941 | $53,360 | — | — |
| 2022 | $98,100 | $37,983 | $60,117 | — | — |