# Longbow Industries 401(k) Plan
Source: https://planprovider.pro/companies/longbow-industries-401k-plan

> Longbow Industries's 401(k) plan: 322 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Longbow Industries

- **Sponsor EIN:** 813931813

- **Sponsor Address:** 1171 DES MOINES AVE, LOVELAND, CO, 80537

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

- **Total Participants:** 322

- **Total Assets:** $18.5M

## 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|322|$18.5M|$343,133|$1.2M|

| 2023|294|$16.6M|$322,973|$1.1M|

| 2022|486|$13.9M|$346,843|$1.2M|

## 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|

| CAP FINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$36,100|—|$36,100|

| STRATEGIC ADVISORS, INC.|ADVISOR|$17,266|—|$17,266|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$14,832|—|$14,832|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,198

- **Estimated Expense Ratio:** 0.368% 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|$95,098|$53,366|—|—|—|

| 2023|$68,720|$32,060|—|—|—|

| 2022|$72,974|$14,196|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/longbow-industries-401k-plan)

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