# Lund Family Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/lund-family-center-inc-030179434-002

> Lund Family Center, INC.'s 403(b) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lund Family Center, INC.

- **Sponsor EIN:** 030179434

- **Sponsor Address:** PO BOX 4009, BURLINGTON, VT, 05406

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 131

- **Total Assets:** $2.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|131|$2.7M|$185,259|$136,184|

| 2023|135|$2.4M|$75,588|$163,704|

| 2022|193|$2.1M|$62,159|$164,934|

## 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|

| STANCORP FINANCIAL GROUP|Recordkeeper|$25,546|—|$25,546|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,546

- **Estimated Expense Ratio:** 0.951% 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|$25,546|—|—|—|—|

| 2023|$10,850|—|—|—|—|

| 2022|$270|—|—|—|—|

## Similar Plans

- [Howardcenter, INC.](https://planprovider.pro/companies/howardcenter-inc-030179433-512) — 1,079 participants

- [Rutland County Community Services, INC.](https://planprovider.pro/companies/rutland-county-community-services-inc-401k-plan) — 342 participants

- [Area Resource For Individual Services, INC.](https://planprovider.pro/companies/area-resource-for-individual-services-inc-401k-plan) — 320 participants

- [Champlain Valley Office Of Eco](https://planprovider.pro/companies/champlain-valley-office-of-eco-401k-plan) — 200 participants

- [Capstone Community Action, INC.](https://planprovider.pro/companies/capstone-community-action-inc-030216254-520) — 163 participants

- [Clara Martin Center](https://planprovider.pro/companies/clara-martin-center-030220733-501) — 140 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lund-family-center-inc-030179434-002)

© 2026 PlanProvider.Pro