Plan Snapshot
- Plan Sponsor: Lm & M Enterprises, INC.
- Sponsor EIN: 451071366
- Sponsor Address: 340 BROAD STREET, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 96 | $1.6M | $39,389 | $72,799 |
| 2023 | 84 | $1.5M | $32,439 | $49,900 |
| 2022 | 88 | $1.7M | $45,496 | $32,620 |
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 |
|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | 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 | $54,654 | — | — | — | — |
| 2023 | $86,723 | — | — | — | — |
| 2022 | $3,836 | — | — | — | — |