Plan Snapshot
- Plan Sponsor: Lukjan Metal Products, INC.
- Sponsor EIN: 340936743
- Sponsor Address: P.O. BOX 357, CONNEAUT, OH, 44030
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $10.9M
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 | 96 | $10.9M | $312,526 | $353,425 |
| 2023 | 94 | $9.8M | $260,565 | $298,445 |
| 2022 | 89 | $9.9M | $247,333 | $284,553 |
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 |
|---|---|---|---|---|
| SNODGRASS OF N.E. OHIO, INC. | Auditor | — | — | $0 |
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 | $5,450 | $5,450 | — | — | — |
| 2023 | $5,200 | $5,200 | — | — | — |
| 2022 | $3,450 | $3,450 | — | — | — |