Plan Snapshot
- Plan Sponsor: Loenbro, LLC.
- Sponsor EIN: 383924889
- Sponsor Address: 1900 32ND AVE. N.E., BLACK EAGLE, MT, 59414
- Plan Type: 401(k)
- Total Participants: 1,477
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,477 | $17.3M | $1.2M | $2.4M |
| 2023 | 1,246 | $12.2M | $826,335 | $1.5M |
| 2022 | 763 | $9.4M | $713,227 | $1.3M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $99,720 | — | $99,720 | — | — |
| 2023 | $71,482 | — | $71,482 | — | — |
| 2022 | $64,293 | — | $64,293 | — | — |