Plan Snapshot
- Plan Sponsor: Lighting Retrofit International,LLC
- Sponsor EIN: 800501760
- Sponsor Address: 750 MD ROUTE 3 SOUTH - SUITE 19, GAMBRILLS, MD, 21054
- Plan Type: 401(k)
- Total Participants: 277
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 277 | $11.3M | $281,643 | $846,153 |
| 2023 | 254 | $10.2M | $388,704 | $925,580 |
| 2022 | 241 | $8.9M | $381,130 | $989,344 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $67,620 | — | $67,620 | — | — |
| 2023 | $56,502 | — | $56,502 | — | — |
| 2022 | $52,500 | — | $52,500 | — | — |