Plan Snapshot
- Plan Sponsor: Lueder, Larkin & Hunter, LLC
- Sponsor EIN: 271528990
- Sponsor Address: 5900 WINDWARD PARKWAY, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 196
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 196 | $14.7M | $415,413 | $948,455 |
| 2023 | 192 | $12.2M | $383,503 | $890,350 |
| 2022 | 210 | $9.1M | $380,598 | $851,886 |
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 |
|---|---|---|---|---|
| BRADY, WARE & SCHOENFELD, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY, WARE & SCHOENFELD, INC — 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 | $1,000 | — | $900 | — | — |
| 2023 | $950 | — | $950 | — | — |
| 2022 | $3,703 | — | — | — | — |