Lightning Emotors, INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Lightning Emotors, INC
  • Sponsor EIN: 844605714
  • Sponsor Address: 815 14TH ST SW UNIT A100, LOVELAND, CO, 805376479
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$54,247$118,055
2023167$7.5M$1.0M$1.9M
2022248$5.1M$825,176$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
ASCENSUS LLCNONE$67,044$44$67,088
GLOBAL RETIREMENT PARTNERSNONE$44,064$44,064
BROCK AND COMPANY CPAS P.C.Auditor$0

Verified Provider Profiles

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Plan Fees & Expenses

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

  • Total Service Provider Fees: $111,152

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$44,864$14,821$30,043
2023$55,554$22,032$33,522
2022$29,014$11,630$17,384

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