Plan Snapshot
- Plan Sponsor: Lomont Molding, LLC
- Sponsor EIN: 471306587
- Sponsor Address: 1516 EAST MAPLELEAF DRIVE, MT. PLEASANT, IA, 52641
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $5.9M | $174,292 | $331,529 |
| 2023 | 115 | $5.6M | $156,370 | $310,373 |
| 2022 | 137 | $4.7M | $151,281 | $308,685 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — 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 | $36,990 | — | $36,990 | — | — |
| 2023 | $30,396 | — | $30,396 | — | — |
| 2022 | $28,772 | $28,772 | — | — | — |