Plan Snapshot
- Plan Sponsor: Lindsey Manufacturing Co. Dba Lindsey Systems
- Sponsor EIN: 952225040
- Sponsor Address: 760 N GEORGIA AVENUE, AZUSA, CA, 91702
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 175 | $4.9M | $95,055 | $550,185 |
| 2023 | 174 | $4.1M | $78,885 | $441,218 |
| 2022 | 161 | $3.2M | $62,621 | $353,307 |
| 2018 | 113 | $2.3M | $0 | $57,495 |
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 |
|---|---|---|---|---|
| LUCAS HORSFALL MURPHY & PINDROH | Auditor | $5,794 | — | $5,794 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCAS HORSFALL MURPHY & PINDROH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,794
- Estimated Expense Ratio: 0.119% 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 | $21,236 | — | — | $5,794 | — |
| 2023 | $7,951 | — | — | — | — |
| 2022 | $6,291 | — | — | — | — |
| 2018 | $14,189 | — | $14,189 | — | — |