Plan Snapshot
- Plan Sponsor: Lpi Digital, LLC
- Sponsor EIN: 391160869
- Sponsor Address: 2875 SOUTH JAMES DRIVE, NEW BERLIN, WI, 53151
- Plan Type: 401(k)
- Total Participants: 382
- Total Assets: $43.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 382 | $43.9M | $852,568 | $3.0M |
| 2023 | 403 | $37.4M | $844,554 | $2.8M |
| 2022 | 337 | $34.0M | $728,684 | $2.4M |
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 |
|---|---|---|---|---|
| SVA CERTIFIED PUBLIC ACCOUNTANTS SC | Auditor | $12,550 | — | $12,550 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,550
- Estimated Expense Ratio: 0.029% 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 | $136,408 | $62,738 | — | $12,550 | — |
| 2023 | $130,286 | $62,583 | — | $12,000 | — |
| 2022 | $164,009 | $74,504 | — | — | $89,505 |