Plan Snapshot
- Plan Sponsor: Lt Holdings, INC.
- Sponsor EIN: 852789649
- Sponsor Address: 108 EAST BAY ROAD, PLATTSMOUTH, NE, 680486419
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $9.9M
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 | 243 | $9.9M | $337,522 | $944,425 |
| 2023 | 226 | $7.8M | $306,732 | $865,505 |
| 2022 | 214 | $6.3M | $276,789 | $773,647 |
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 |
|---|---|---|---|---|
| FRANKEL, LLC | Auditor | $6,630 | — | $6,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANKEL, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,630
- Estimated Expense Ratio: 0.067% 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 | $79,361 | — | $72,731 | $6,630 | — |
| 2023 | $50,298 | — | $50,298 | — | — |
| 2022 | $52,419 | — | $52,419 | — | — |