Plan Snapshot
- Plan Sponsor: Luhr Crosby, LLC
- Sponsor EIN: 871392081
- Sponsor Address: P.O. BOX 50, COLUMBIA, IL, 62236
- Plan Type: DC
- Total Participants: 194
- Total Assets: $40.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 194 | $40.4M | $2.8M | $0 |
| 2023 | 179 | $35.7M | $2.5M | $0 |
| 2022 | 177 | $31.9M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| FORVIS PRIVATE CLIENT | Other Service Provider | $69,132 | — | $69,132 |
| COLUMBIA MANAGEMENT INVESTMENT | Other Service Provider | $30,274 | — | $30,274 |
| CHANDLER ASSET MANAGEMENT | Other Service Provider | $23,700 | — | $23,700 |
| CIBC | Other Service Provider | $17,353 | — | $17,353 |
| ADELANTE CAPITAL MANAGEMENT | Other Service Provider | $7,940 | — | $7,940 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $148,399
- Estimated Expense Ratio: 0.367% 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 | $151,879 | $148,703 | — | — | — |
| 2023 | $131,695 | $122,422 | — | — | — |
| 2022 | $66,588 | $63,495 | — | — | — |