# Listrak INC. 401(k) Plan
Source: https://planprovider.pro/companies/listrak-inc-401k-plan

> Listrak INC.'s 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Listrak INC.

- **Sponsor EIN:** 233025990

- **Sponsor Address:** 100 W. MILLPORT ROAD, LITITZ, PA, 17543

- **Plan Type:** 401(k)

- **Total Participants:** 337

- **Total Assets:** $33.6M

## 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|337|$33.6M|$1.5M|$3.3M|

| 2023|372|$27.5M|$1.6M|$3.4M|

| 2022|394|$19.9M|$1.4M|$3.2M|

## 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|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$67,858|—|$67,858|

| ALLIANCEBERNSTEIN LP|INVESTMENT ADVISOR|$59,080|—|$59,080|

| CONRAD SIEGEL|CONTRACT ADMIN|$10,874|—|$10,874|

| RKL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RKL LLP](https://planprovider.pro/provider/rkl-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $137,812

- **Estimated Expense Ratio:** 0.411% 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|$139,108|$16,904|—|—|—|

| 2023|$121,502|$55,922|—|—|—|

| 2022|$101,761|$46,367|—|—|$55,394|

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