Plan Snapshot
- Plan Sponsor: Linzer Products Corp.
- Sponsor EIN: 135211020
- Sponsor Address: 248 WYANDANCH AVE, WEST BABYLON, NY, 11704
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $389,037 | $353,167 |
| 2023 | 234 | $6.8M | $467,090 | $419,652 |
| 2022 | 239 | $5.7M | $498,123 | $424,970 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | Investment Advisor | $25,190 | — | $25,190 |
| EMPOWER LIFE & ANNUITY INSURANCE CO | Recordkeeper | $8,250 | — | $8,250 |
| PENSIONMARK FINANCIAL GROUP LLC | Other Service Provider | $6,298 | — | $6,298 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,738
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 | $16,346 | $14,462 | — | — | — |
| 2023 | $19,878 | $14,151 | — | — | — |
| 2022 | $17,771 | — | $17,771 | — | — |