# Lund Food Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lund-food-holdings-inc-401k-plan

> Lund Food Holdings, INC.'s 401(k) plan: 626 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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