# Nelda C. And H J Lutcher Stark Foundation DB Plan
Source: https://planprovider.pro/companies/nelda-c-and-h-j-lutcher-stark-foundation-plan

> Nelda C. And H J Lutcher Stark Foundation's DB plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nelda C. And H J Lutcher Stark Foundation

- **Sponsor EIN:** 746047440

- **Sponsor Address:** 601 GREEN AVE, ORANGE, TX, 776305718

- **Plan Type:** DB

- **Total Participants:** 84

- **Total Assets:** $19.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|84|$19.4M|$1.0M|$0|

| 2023|67|$18.0M|$1.0M|$0|

| 2022|62|$15.8M|$1.0M|$0|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$38,716|—|$38,716|

| BLAZEK & VETTERLING|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLAZEK & VETTERLING](https://planprovider.pro/provider/blazek-and-vetterling) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,716

- **Estimated Expense Ratio:** 0.200% of plan assets

### 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|$38,716|—|$26,293|—|—|

| 2023|$11,136|—|—|—|—|

| 2022|$42,915|$8,470|$23,797|—|—|

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