Plan Snapshot
- Plan Sponsor: Lindal North America, INC
- Sponsor EIN: 205937310
- Sponsor Address: 6010 SOUTH INTERNATIONAL DRIVE, COLUMBUS, IN, 47201
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $3.4M
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 | 104 | $3.4M | $181,071 | $259,282 |
| 2023 | 93 | $2.5M | $191,399 | $266,668 |
| 2022 | 124 | $2.4M | $176,092 | $253,083 |
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 |
|---|---|---|---|---|
| BLUE & CO. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO. LLC — 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 | $19,082 | $13,588 | — | — | — |
| 2023 | $17,231 | $11,910 | — | — | — |
| 2022 | — | — | — | — | — |