# Richard Lundgren, INC. 401(k) Plan
Source: https://planprovider.pro/companies/richard-lundgren-inc-401k-plan

> Richard Lundgren, INC.'s 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Richard Lundgren, INC.

- **Sponsor EIN:** 042324062

- **Sponsor Address:** 163 WASHINGTON STREET, AUBURN, MA, 01501

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

- **Total Participants:** 267

- **Total Assets:** $10.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|267|$10.1M|$96,490|$749,345|

| 2023|268|$8.2M|$85,903|$685,199|

| 2022|251|$6.4M|$75,555|$669,533|

## 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|

| ALBIN, RANDALL & BENNETT|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|$26,272|—|—|—|—|

| 2023|$22,380|$16,388|$3,550|—|—|

| 2022|$27,119|—|—|—|—|

## Similar Plans

- [Amb & Rg Enterprises, LLC](https://planprovider.pro/companies/amb-rg-enterprises-llc-401k-plan) — 266 participants

- [Meehan Automobiles, INC. Dba Imperial Chevrolet](https://planprovider.pro/companies/meehan-automobiles-inc-dba-imperial-chevrolet-401k-plan) — 266 participants

- [Todd Wenzel Buick Gmc, INC.](https://planprovider.pro/companies/todd-wenzel-buick-gmc-inc-401k-plan) — 285 participants

- [Copeland Enterprises, INC.](https://planprovider.pro/companies/copeland-enterprises-inc-401k-plan) — 246 participants

- [Bill Deluca Chevrolet Cadillac, INC](https://planprovider.pro/companies/bill-deluca-chevrolet-cadillac-inc-401k-plan) — 297 participants

- [Foreign Auto Import, INC. D/B/A Toyota Of Watertow](https://planprovider.pro/companies/foreign-auto-import-inc-d-b-a-toyota-of-watertow-401k-plan) — 307 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/richard-lundgren-inc-401k-plan)

© 2026 PlanProvider.Pro