Plan Snapshot
- Plan Sponsor: List Industries, INC.
- Sponsor EIN: 362391343
- Sponsor Address: 401 JIM MORAN BLVD., DEERFIELD BEACH, FL, 33442
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $18.1M
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 | 459 | $18.1M | $658,197 | $1.2M |
| 2023 | 453 | $15.2M | $660,548 | $1.1M |
| 2022 | 431 | $12.0M | $582,050 | $954,972 |
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 |
|---|---|---|---|---|
| KSDT CPA | 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 | $90,676 | $26,453 | $64,223 | — | — |
| 2023 | $65,222 | $16,867 | $48,355 | — | — |
| 2022 | $57,803 | $14,393 | $43,410 | — | — |