# Lochmandy Motor Sales, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lochmandy-motor-sales-inc-401k-plan

> Lochmandy Motor Sales, INC.'s 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lochmandy Motor Sales, INC.

- **Sponsor EIN:** 351105418

- **Sponsor Address:** 920 N. NAPPANEE STREET, ELKHART, IN, 46514

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

- **Total Participants:** 100

- **Total Assets:** $6.4M

## 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|100|$6.4M|$62|$245,109|

| 2023|120|$6.2M|$27,891|$333,982|

| 2022|116|$5.8M|$207,570|$416,564|

## 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|

| CBIZ CPAS P.C.|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|$48,835|—|—|—|—|

| 2023|$45,358|—|—|—|—|

| 2022|$43,708|—|—|—|$43,708|

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