Plan Snapshot
- Plan Sponsor: Lt Corporation & Affiliates
- Sponsor EIN: 640666466
- Sponsor Address: 2914 US HWY 61 SOUTH, CLEVELAND, MS, 387320249
- Plan Type: 401(k)
- Total Participants: 483
- Total Assets: $27.1M
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 | 483 | $27.1M | $1.4M | $2.1M |
| 2023 | 533 | $24.6M | $1.2M | $1.9M |
| 2022 | 465 | $17.3M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $71,046 | — | $71,046 | — | — |
| 2023 | $57,689 | — | $57,689 | — | — |
| 2022 | $41,251 | — | $41,251 | — | — |