Plan Snapshot
- Plan Sponsor: Lord & Sons, INC.
- Sponsor EIN: 941751726
- Sponsor Address: 430 E TRIMBLE ROAD, SAN JOSE, CA, 95131
- Plan Type: 401(k)
- Total Participants: 200
- Total Assets: $9.9M
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 | 200 | $9.9M | $305,941 | $635,925 |
| 2023 | 188 | $9.0M | $284,746 | $550,131 |
| 2022 | 163 | $7.9M | $256,257 | $493,752 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | 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 | $22,711 | $22,711 | — | — | — |
| 2023 | $18,342 | $18,342 | — | — | — |
| 2022 | $16,637 | $16,637 | — | — | — |