Plan Snapshot
- Plan Sponsor: Lusardi Construction Co.
- Sponsor EIN: 952159879
- Sponsor Address: 1570 LINDA VISTA DR, SAN MARCOS, CA, 920783808
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $44.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 185 | $44.9M | $853,819 | $1.6M |
| 2023 | 180 | $39.0M | $804,559 | $1.5M |
| 2022 | 188 | $33.8M | $805,240 | $1.5M |
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 |
|---|---|---|---|---|
| COVELL, JANI & PASCH | Auditor | — | — | $0 |
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 | $90,854 | — | $79,798 | — | — |
| 2023 | $78,745 | — | $78,745 | — | — |
| 2022 | $79,726 | — | $79,726 | — | — |