Plan Snapshot
- Plan Sponsor: The Lambs Farm, INC.
- Sponsor EIN: 362474251
- Sponsor Address: 14245 WEST ROCKLAND RD., LIBERTYVILLE, IL, 60048
- Plan Type: 403(b)
- Total Participants: 215
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 215 | $4.9M | $0 | $104,439 |
| 2023 | 228 | $4.8M | $0 | $131,519 |
| 2022 | 184 | $4.9M | $0 | $145,502 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $4,375 | $4,375 | — | — | — |
| 2023 | $3,123 | $3,123 | — | — | — |
| 2022 | $3,452 | $3,452 | — | — | — |