Plan Snapshot
- Plan Sponsor: Lion Nathan Usa, INC.
- Sponsor EIN: 931290792
- Sponsor Address: 8717 WEST 110TH STREET, OVERLAND PARK, KS, 662102150
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $15.1M
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 | 170 | $15.1M | $536,731 | $1.1M |
| 2023 | 212 | $13.4M | $503,195 | $957,362 |
| 2022 | 209 | $10.9M | $470,520 | $840,297 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN | Auditor | — | — | $0 |
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 | $96,426 | $43,201 | $53,225 | — | — |
| 2023 | $82,905 | — | $82,905 | — | — |
| 2022 | $104,751 | — | $104,751 | — | — |