Plan Snapshot
- Plan Sponsor: The Lampo Group, LLC
- Sponsor EIN: 621593846
- Sponsor Address: 1011 REAMS FLEMING BLVD, FRANKLIN, TN, 37064
- Plan Type: 401(k)
- Total Participants: 1,009
- Total Assets: $91.9M
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 | 1,009 | $91.9M | $3.1M | $7.1M |
| 2023 | 1,011 | $72.8M | $3.1M | $6.9M |
| 2022 | 1,035 | $52.3M | $2.9M | $6.4M |
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 |
|---|---|---|---|---|
| SAGESPRING WEALTH PARTNERS LLC | INVESTMENT ADVISOR | $143,304 | — | $143,304 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $6,768 | — | $6,768 |
| CARR, RIGGS & INGRAM, LLC | AUDITOR | $2,500 | — | $2,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,572
- Estimated Expense Ratio: 0.166% 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 | $152,572 | $143,304 | — | $2,500 | — |
| 2023 | $137,826 | $115,510 | $14,150 | — | — |
| 2022 | $136,765 | — | $136,765 | — | — |