# Luvata Waterbury, INC. 401(k) Plan
Source: https://planprovider.pro/companies/luvata-waterbury-inc-401k-plan

> Luvata Waterbury, INC.'s 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Luvata Waterbury, INC.

- **Sponsor EIN:** 161611733

- **Sponsor Address:** 2121 THOMASTON AVENUE SUITE 1, WATERBURY, CT, 06704

- **Plan Type:** 401(k)

- **Total Participants:** 115

- **Total Assets:** $11.8M

## 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|115|$11.8M|$357,283|$522,730|

| 2023|121|$11.0M|$310,934|$483,611|

| 2022|92|$9.2M|$271,584|$422,598|

## 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|

| COHEN & COMPANY LTD|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|$25,822|$21,605|—|—|—|

| 2023|$19,846|$19,846|—|—|—|

| 2022|$20,637|$18,815|$1,822|—|—|

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