Plan Snapshot
- Plan Sponsor: Ludlum Measurements, INC.
- Sponsor EIN: 751085764
- Sponsor Address: 501 OAK STREET, SWEETWATER, TX, 79556
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $168,349 | $675,803 |
| 2023 | 429 | $21.8M | $357,446 | $1.4M |
| 2022 | 393 | $14.8M | $235,381 | $859,932 |
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 |
|---|---|---|---|---|
| MUTUAL ADVISORS LLC | INVESTMENT ADVISOR | $162,474 | — | $162,474 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $34,618 | — | $34,618 |
| BENEFIT INVESTMENT GROUP INC | CONTRACT ADMIN | $6,222 | $16,390 | $22,612 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | INVESTMENT ADVISOR | $18,054 | — | $18,054 |
| TRG ADMINISTRATIVE SERVICES | CONTRACT ADMIN | $5,150 | — | $5,150 |
| THOMAS JUDY & TUCKER, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $242,908
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 | $75,109 | — | — | — | — |
| 2023 | $87,568 | — | $87,568 | — | — |
| 2022 | $102,460 | $79,949 | $7,380 | — | $15,131 |