Plan Snapshot
- Plan Sponsor: Lundbeck LLC
- Sponsor EIN: 364408953
- Sponsor Address: 6 PARKWAY NORTH, DEERFIELD, IL, 60015
- Plan Type: 401(k)
- Total Participants: 1,004
- Total Assets: $281.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,004 | $281.7M | $14.9M | $17.2M |
| 2023 | 948 | $247.6M | $9.5M | $15.0M |
| 2022 | 813 | $207.7M | $8.2M | $13.0M |
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 |
|---|---|---|---|---|
| MILLER COOPER AND COMPANY,LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER AND COMPANY,LTD — 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 | $304,049 | — | — | — | — |
| 2023 | $268,523 | — | — | — | — |
| 2022 | $298,368 | — | — | — | — |