Plan Snapshot
- Plan Sponsor: Lindt & Sprungli (Usa), INC.
- Sponsor EIN: 132522202
- Sponsor Address: ONE FINE CHOCOLATE PLACE, STRATHAM, NH, 03885
- Plan Type: 401(k)
- Total Participants: 1,066
- Total Assets: $89.5M
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 | 1,066 | $89.5M | $2.7M | $5.6M |
| 2023 | 943 | $75.7M | $2.4M | $5.0M |
| 2022 | 882 | $62.0M | $2.1M | $4.6M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $65,223 | $50,000 | — | — | — |
| 2023 | $69,816 | $49,999 | — | — | — |
| 2022 | $61,692 | — | $61,692 | — | — |