Plan Snapshot
- Plan Sponsor: Lrico Services, LLC
- Sponsor EIN: 205110071
- Sponsor Address: 2416 E 37TH STREET NORTH, WICHITA, KS, 67219
- Plan Type: 401(k)
- Total Participants: 1,005
- Total Assets: $48.6M
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 | 1,005 | $48.6M | $1.4M | $3.6M |
| 2023 | 936 | $40.5M | $2.0M | $3.5M |
| 2022 | 903 | $31.6M | $1.8M | $3.1M |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $101,772 | — | $101,772 |
| UBS FINANCIAL SERVICES INC. | Recordkeeper | $43,595 | — | $43,595 |
| MATRIX TRUST COMPANY | Recordkeeper | $29,224 | — | $29,224 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- UBS FINANCIAL SERVICES INC. — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $174,591
- Estimated Expense Ratio: 0.359% 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 | $174,590 | $43,595 | — | — | — |
| 2023 | $185,473 | $33,817 | — | $11,000 | — |
| 2022 | $179,413 | — | — | — | $179,413 |