# Lorenz Clinic LLC 401(k) Plan
Source: https://planprovider.pro/companies/lorenz-clinic-llc-401k-plan

> Lorenz Clinic LLC's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lorenz Clinic LLC

- **Sponsor EIN:** 900678865

- **Sponsor Address:** 1772 STEIGER LAKE LN., VICTORIA, MN, 55386

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

- **Total Participants:** 97

- **Total Assets:** $2.0M

## 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|97|$2.0M|$71,771|$488,374|

| 2023|128|$1.5M|$126,261|$515,346|

| 2022|115|$853,721|$106,840|$394,896|

## 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|

| BOYUM & BARENSCHEER PLLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BOYUM & BARENSCHEER PLLP](https://planprovider.pro/provider/boyum-and-barenscheer-pllp) — 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|$29,652|$12,575|$17,077|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Human Development Center](https://planprovider.pro/companies/human-development-center-401k-plan-003) — 103 participants

- [United Skin Specialists LLC](https://planprovider.pro/companies/united-skin-specialists-llc-401k-plan) — 115 participants

- [Range Mental Health Center, INC.](https://planprovider.pro/companies/range-mental-health-center-inc-401k-plan) — 138 participants

- [Minnesota Head & Neck Pain Clinic, P.A.](https://planprovider.pro/companies/minnesota-head-neck-pain-clinic-p-a-401k-plan) — 43 participants

- [The Center For Victims Of Torture](https://planprovider.pro/companies/the-center-for-victims-of-torture-401k-plan) — 158 participants

- [Human Development Center](https://planprovider.pro/companies/human-development-center-401k-plan-005) — 208 participants

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

© 2026 PlanProvider.Pro