Plan Snapshot
- Plan Sponsor: Lidl Us, LLC
- Sponsor EIN: 680683460
- Sponsor Address: 3500 S CLARK STREET, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 4,762
- Total Assets: $120.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,762 | $120.1M | $9.6M | $14.1M |
| 2023 | 4,768 | $95.7M | $7.5M | $12.0M |
| 2022 | 4,944 | $73.4M | $7.3M | $11.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $368,424 | — | $368,424 |
| ELLIN AND TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- ELLIN AND TUCKER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,424
- Estimated Expense Ratio: 0.307% 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 | $368,425 | — | — | — | — |
| 2023 | $239,463 | — | — | — | — |
| 2022 | $303,919 | — | — | — | — |