# Loar Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/loar-group-inc-401k-plan

> Loar Group INC.'s 401(k) plan: 1,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Loar Group INC.

- **Sponsor EIN:** 454104058

- **Sponsor Address:** 20 NEW KING ST, WHITE PLAINS, NY, 10604

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

- **Total Participants:** 1,109

- **Total Assets:** $76.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,109|$76.2M|$1.9M|$5.4M|

| 2023|926|$64.8M|$1.5M|$4.2M|

| 2022|809|$57.9M|$1.3M|$3.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$90,170|—|$90,170|

| EIDE BAILLY LLP|ACCOUNTANT/AUDITOR|$29,271|—|$29,271|

| STRATEGIC ADVISORS, INC.|ADVISOR|$14,596|—|$14,596|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,037

- **Estimated Expense Ratio:** 0.176% 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|$134,037|$14,596|—|$29,271|—|

| 2023|$140,751|$13,744|—|$25,750|—|

| 2022|$118,563|$12,229|—|—|—|

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