Plan Snapshot
- Plan Sponsor: Lund Food Holdings, INC.
- Sponsor EIN: 411865892
- Sponsor Address: 4100 W 50TH ST, SUITE 2100, EDINA, MN, 55424
- Plan Type: 401(k)
- Total Participants: 626
- Total Assets: $79.5M
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 | 626 | $79.5M | $1.0M | $2.6M |
| 2023 | 750 | $73.6M | $1.7M | $2.5M |
| 2022 | 726 | $64.9M | $1.6M | $2.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $88,305 | — | $88,305 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $34,037 | — | $34,037 |
| COTA STREET INVESTMENT MANAGEMENT | NONE | $18,171 | — | $18,171 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,513
- Estimated Expense Ratio: 0.177% 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 | $140,513 | $52,208 | — | — | — |
| 2023 | $141,852 | $62,305 | — | — | — |
| 2022 | $118,825 | $59,043 | — | — | — |