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: DC
- Total Participants: 91
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 91 | $7.0M | $1.2M | $0 |
| 2023 | 118 | $6.4M | $1.6M | $0 |
| 2022 | 105 | $4.5M | $892,330 | $0 |
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 | $76,256 | — | $76,256 | — | — |
| 2023 | $57,605 | — | $57,605 | — | — |
| 2022 | $48,896 | — | $48,896 | — | — |