# Lift Solutions Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lift-solutions-holdings-llc-401k-plan

> Lift Solutions Holdings, LLC's 401(k) plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lift Solutions Holdings, LLC

- **Sponsor EIN:** 872348206

- **Sponsor Address:** 1377 KIMBERLY DRIVE, NEENAH, WI, 54956

- **Plan Type:** 401(k)

- **Total Participants:** 443

- **Total Assets:** $16.1M

## 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|443|$16.1M|$879,878|$2.3M|

| 2023|354|$8.3M|$579,538|$1.6M|

## 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|

| ALERUS FINANCIAL, NA|RECORDKEEPER|$89,878|—|$89,878|

| GREERWALKER LLP|AUDITOR|$5,700|—|$5,700|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, NA](https://planprovider.pro/provider/intellicents-inc) — RECORDKEEPER

- [GREERWALKER LLP](https://planprovider.pro/provider/greerwalker-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $95,578

- **Estimated Expense Ratio:** 0.595% 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|$95,578|—|—|—|—|

| 2023|$64,204|—|—|$15,000|—|

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