Plan Snapshot
- Plan Sponsor: Lund Food Holdings, INC.
- Sponsor EIN: 411865892
- Sponsor Address: 4100 W 50TH STREET, EDINA, MN, 55424
- Plan Type: 401(k)
- Total Participants: 2,414
- Total Assets: $66.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2,414 | $66.2M | $4.0M | $2.2M |
| 2023 | 2,718 | $57.2M | $3.9M | $1.9M |
| 2022 | 1,697 | $49.2M | $4.0M | $1.9M |
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 |
|---|---|---|---|---|
| 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: $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 | $121,382 | $47,601 | — | — | — |
| 2023 | $121,717 | $55,176 | — | — | — |
| 2022 | $99,479 | $48,345 | — | — | — |