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

> Lochmueller Group, INC.'s 401(k) plan: 410 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lochmueller Group, INC.

- **Sponsor EIN:** 351455938

- **Sponsor Address:** 6200 VOGEL ROAD, EVANSVILLE, IN, 477154006

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

- **Total Participants:** 410

- **Total Assets:** $48.9M

## 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|410|$48.9M|$1.6M|$3.5M|

| 2023|337|$39.9M|$1.4M|$2.9M|

| 2022|284|$31.5M|$1.1M|$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|

| ONEAMERICA RETIREMENT SERVICES|NONE|$50,980|—|$50,980|

| GERMAN AMERICAN FINANCIAL & TRUST|INVESTMENT ADVISOR|$38,000|—|$38,000|

| 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:** $88,980

- **Estimated Expense Ratio:** 0.182% 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|$88,980|$38,000|—|—|—|

| 2023|$112,105|$38,000|—|—|—|

| 2022|$82,663|$38,000|—|—|$44,663|

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