# Lsi Solutions 401(k) Plan
Source: https://planprovider.pro/companies/lsi-solutions-401k-plan

> Lsi Solutions's 401(k) plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lsi Solutions

- **Sponsor EIN:** 161300434

- **Sponsor Address:** 7796 VICTOR MENDON ROAD, VICTOR, NY, 14564

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

- **Total Participants:** 518

- **Total Assets:** $47.5M

## 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|518|$47.5M|$1.5M|$4.0M|

| 2023|508|$37.0M|$1.2M|$3.6M|

| 2022|425|$27.3M|$952,085|$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|

| WELLS FARGO CLEARING SERVICES LLC|ADVISOR|$78,816|—|$78,816|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$11,716|—|$11,716|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,144|—|$6,144|

| MENGEL METZGER BARR & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [MENGEL METZGER BARR & CO](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,676

- **Estimated Expense Ratio:** 0.203% 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|$96,676|$84,960|—|—|—|

| 2023|$69,853|$60,553|—|—|—|

| 2022|$75,579|$61|—|—|—|

## Similar Plans

- [Fonar Corporation](https://planprovider.pro/companies/fonar-corporation-401k-plan) — 582 participants

- [Angiodynamics, INC.](https://planprovider.pro/companies/angiodynamics-inc-401k-plan) — 671 participants

- [Harmac Medical Products INC.](https://planprovider.pro/companies/harmac-medical-products-inc-401k-plan) — 356 participants

- [Medical Depot, INC. Drive Medical Design & Manufacturing](https://planprovider.pro/companies/medical-depot-inc-401k-plan) — 864 participants

- [Carestream Health, INC.](https://planprovider.pro/companies/carestream-health-inc-401k-plan) — 1,004 participants

- [Quality Hearing Instruments Ll](https://planprovider.pro/companies/quality-hearing-instruments-ll-plan-001) — 1,074 participants

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

© 2026 PlanProvider.Pro