Plan Snapshot
- Plan Sponsor: Lmt Onsrud LP
- Sponsor EIN: 522136091
- Sponsor Address: 1081 S. NORTHPOINT BLVD., WAUKEGAN, IL, 60085
- Plan Type: 401(k)
- Total Participants: 140
- Total Assets: $20.4M
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 | 140 | $20.4M | $432,173 | $1.1M |
| 2023 | 139 | $19.0M | $546,847 | $1.1M |
| 2022 | 131 | $16.8M | $653,505 | $1.1M |
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 |
|---|---|---|---|---|
| ROEDL LANGFORD DE KOCK 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 | $85,056 | $39,616 | — | — | — |
| 2023 | $65,779 | $34,559 | — | — | — |
| 2022 | $70,425 | $31,333 | $350 | — | $38,742 |