Plan Snapshot
- Plan Sponsor: Michael Lewis Company
- Sponsor EIN: 360905140
- Sponsor Address: 8900 WEST 50TH STREET, MCCOOK, IL, 60525
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $44.7M
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 | 211 | $44.7M | $784,484 | $1.0M |
| 2023 | 191 | $39.2M | $664,941 | $943,637 |
| 2022 | 151 | $33.9M | $401,062 | $840,126 |
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 |
|---|---|---|---|---|
| LIPSCHULTZ, LEVIN & GRAY, L.L.C. | 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 | $50,929 | — | $50,929 | — | — |
| 2023 | $42,109 | — | $42,109 | — | — |
| 2022 | $43,205 | — | $43,205 | — | — |