Plan Snapshot
- Plan Sponsor: Lionshead Specialty Tire & Whe
- Sponsor EIN: 260971769
- Sponsor Address: 827 E LINCOLN AVE, GOSHEN, IN, 465283501
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $3.0M
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 | 223 | $3.0M | $271,136 | $444,123 |
| 2023 | 196 | $2.2M | $289,043 | $483,335 |
| 2022 | 186 | $1.4M | $278,625 | $481,347 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $17,020 | — | $17,020 |
| LEVELIZED COMPENSATION ADVISOR | Investment Advisor | $13,125 | — | $13,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,145
- Estimated Expense Ratio: 0.989% 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 | $31,423 | $13,614 | $16,949 | — | — |
| 2023 | $28,245 | $9,973 | $17,412 | — | — |
| 2022 | $20,459 | $6,350 | $14,109 | — | — |