# Lusardi Construction Co. 401(k) Plan
Source: https://planprovider.pro/companies/lusardi-construction-co-401k-plan

> Lusardi Construction Co.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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