Plan Snapshot
- Plan Sponsor: Lts Lohmann Therapy Systems Corp.
- Sponsor EIN: 521824249
- Sponsor Address: 21 HENDERSON DRIVE, WEST CALDWELL, NJ, 07006
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $67.0M
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 | 409 | $67.0M | $1.7M | $3.1M |
| 2023 | 217 | $45.9M | $997,471 | $1.8M |
| 2022 | 207 | $38.7M | $889,031 | $1.6M |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | INVESTMENT MGMT | $127,045 | — | $127,045 |
| CLIFTONLARSONALLEN LLP | Auditor | $40,685 | — | $40,685 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $37,267 | — | $37,267 |
| ONE DIGITAL TOPCO LLC DBA RESOURCES | INVESTMENT ADVISOR | $26,250 | — | $26,250 |
| CLIFTON LARSON ALLEN | AUDITOR | $20,685 | — | $20,685 |
| COHNREZNICK LLP | AUDITOR | $20,000 | — | $20,000 |
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: $271,932
- Estimated Expense Ratio: 0.406% 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 | $248,452 | $153,295 | — | $40,685 | — |
| 2023 | $129,539 | $84,534 | — | — | — |
| 2022 | $135,423 | — | $135,423 | — | — |