Plan Snapshot
- Plan Sponsor: Lta Ii Manufacturing LLC
- Sponsor EIN: 821959114
- Sponsor Address: 801 EAST NORTH STREET, OTTAWA, KS, 66067
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $2.2M
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 | 173 | $2.2M | $175,003 | $223,304 |
| 2023 | 174 | $2.0M | $185,143 | $243,754 |
| 2022 | 182 | $2.0M | $165,412 | $235,043 |
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 |
|---|---|---|---|---|
| PICKETT,CHANEY & MCMULLEN,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT,CHANEY & MCMULLEN,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 | $18,746 | $759 | — | — | — |
| 2023 | $3,704 | $479 | — | — | — |
| 2022 | $2,964 | — | $2,964 | — | — |