Plan Snapshot
- Plan Sponsor: Lids Holdings INC.
- Sponsor EIN: 833165318
- Sponsor Address: 7676 INTERACTIVE WAY, INDIANAPOLIS, IN, 46278
- Plan Type: 401(k)
- Total Participants: 1,527
- Total Assets: $14.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,527 | $14.5M | $1.3M | $2.4M |
| 2023 | 3,838 | $10.4M | $1.1M | $2.0M |
| 2022 | 4,422 | $5.8M | $269,699 | $1.2M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, 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 | $133,396 | $61,129 | $72,267 | — | — |
| 2023 | $86,597 | $37,737 | $48,860 | — | — |
| 2022 | $58,628 | $25,520 | $33,108 | — | — |